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 | $618,830 | $183,519+237.2% | $155,509+297.9% | $145,922+324.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 14.20% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,284 | $5,313-57.0% | $4,672-51.1% | $4,660-51.0% |
| Participant deferral / active EE | $4,197 | $6,462-35.1% | $5,626-25.4% | $6,688-37.2% |
| Admin fee / account holder | $3,515 | $19,313-81.8% | $15,912-77.9% | $13,397-73.8% |