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 | $297,725 | $155,788+91.1% | $124,672+138.8% | $167,490+77.8% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 30.53% | 17.97%+12.6pp | 5142.93%-5112.4pp | 478.56%-448.0pp |
| Employer contribution / active EE | $6,878 | $4,163+65.2% | $3,324+106.9% | $4,837+42.2% |
| Participant deferral / active EE | $9,111 | $5,673+60.6% | $4,614+97.4% | $6,341+43.7% |
| Admin fee / account holder | $20,275 | $9,531+112.7% | $7,493+170.6% | $12,309+64.7% |