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 | $252,361 | $107,334+135.1% | $92,893+171.7% | $152,861+65.1% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 22.21% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,955 | $4,221-53.7% | $3,653-46.5% | $4,762-59.0% |
| Participant deferral / active EE | $8,020 | $4,845+65.5% | $4,236+89.3% | $5,850+37.1% |
| Admin fee / account holder | $424 | $7,079-94.0% | $5,794-92.7% | $11,596-96.3% |