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 | $253,858 | $157,256+61.4% | $141,162+79.8% | $152,861+66.1% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 17.02% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $7,904 | $5,261+50.2% | $4,735+66.9% | $4,762+66.0% |
| Participant deferral / active EE | $9,866 | $7,109+38.8% | $6,709+47.1% | $5,850+68.6% |
| Admin fee / account holder | $22,317 | $12,120+84.1% | $10,261+117.5% | $11,596+92.4% |