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 | $366,439 | $96,635+279.2% | $86,612+323.1% | $139,434+162.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.67% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $7,852 | $3,263+140.6% | $3,022+159.8% | $4,751+65.3% |
| Participant deferral / active EE | $13,549 | $4,836+180.2% | $4,438+205.3% | $6,710+101.9% |
| Admin fee / account holder | $443 | $6,408-93.1% | $5,614-92.1% | $11,403-96.1% |