See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,157 | $74,888+276.8% | $71,209+296.2% | $142,382+98.2% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 13.84% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,024 | $2,854+41.0% | $2,721+47.9% | $4,299-6.4% |
| Participant deferral / active EE | $9,646 | $4,454+116.5% | $4,175+131.0% | $6,507+48.2% |
| Admin fee / account holder | $29,456 | $5,568+429.0% | $5,349+450.7% | $12,624+133.3% |