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 | $370,656 | $60,124+516.5% | $90,404+310.0% | $79,858+364.1% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 13.43% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,796 | $2,068+35.2% | $3,262-14.3% | $2,471+13.1% |
| Participant deferral / active EE | $6,437 | $2,938+119.1% | $3,963+62.4% | $3,740+72.1% |
| Admin fee / account holder | $6,819 | $3,976+71.5% | $5,611+21.5% | $5,306+28.5% |