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 | $395,133 | $99,877+295.6% | $84,966+365.0% | $145,922+170.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 8.87% | 83.76%-74.9pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,637 | $3,231-49.3% | $2,727-40.0% | $4,660-64.9% |
| Participant deferral / active EE | $11,883 | $5,291+124.6% | $4,519+162.9% | $6,688+77.7% |
| Admin fee / account holder | $1,611 | $7,248-77.8% | $6,149-73.8% | $13,397-88.0% |