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 | $315,388 | $109,982+186.8% | $97,226+224.4% | $145,922+116.1% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 18.96% | 242.90%-223.9pp | 75.13%-56.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,893 | $3,084-38.6% | $2,729-30.6% | $4,660-59.4% |
| Participant deferral / active EE | $5,865 | $4,676+25.4% | $4,264+37.6% | $6,688-12.3% |
| Admin fee / account holder | $1,434 | $6,221-77.0% | $5,654-74.6% | $13,397-89.3% |