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 | $283,807 | $105,998+167.7% | $92,233+207.7% | $147,584+92.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.63% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,512 | $4,333-19.0% | $3,679-4.6% | $4,876-28.0% |
| Participant deferral / active EE | $8,014 | $4,478+79.0% | $3,897+105.7% | $5,439+47.3% |
| Admin fee / account holder | $390 | $6,332-93.8% | $5,194-92.5% | $10,885-96.4% |