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 | $430,572 | $100,773+327.3% | $88,946+384.1% | $142,382+202.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.87% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,146 | $2,918+42.1% | $2,555+62.3% | $4,299-3.6% |
| Participant deferral / active EE | $14,275 | $5,230+172.9% | $4,581+211.6% | $6,507+119.4% |
| Admin fee / account holder | $25,487 | $9,693+162.9% | $8,261+208.5% | $12,624+101.9% |