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 | $313,186 | $228,332+37.2% | $185,823+68.5% | $158,922+97.1% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 16.62% | 40.80%-24.2pp | 35.95%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,764 | $4,967+36.2% | $4,087+65.5% | $4,761+42.1% |
| Participant deferral / active EE | $9,204 | $6,415+43.5% | $5,632+63.4% | $5,982+53.9% |
| Admin fee / account holder | $323 | $11,864-97.3% | $9,500-96.6% | $11,246-97.1% |