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 | $429,674 | $65,409+556.9% | $98,442+336.5% | $85,850+400.5% |
| Participation rate | 77.8% | 65.0%+12.8pp | 73.3%+4.4pp | 69.3%+8.5pp |
| Annual return | 12.67% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,960 | $2,168+36.6% | $2,9600% | $2,565+15.4% |
| Participant deferral / active EE | $6,805 | $3,166+114.9% | $4,276+59.1% | $3,952+72.2% |
| Admin fee / account holder | $553 | $4,593-88.0% | $5,949-90.7% | $6,260-91.2% |