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 8-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 | $363,836 | $69,207+425.7% | $64,056+468.0% | $139,434+160.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 10.49% | 45.88%-35.4pp | 33.69%-23.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,251 | $3,182-29.3% | $2,747-18.1% | $4,751-52.6% |
| Participant deferral / active EE | $16,413 | $4,682+250.6% | $3,880+323.0% | $6,710+144.6% |
| Admin fee / account holder | $2,150 | $4,244-49.4% | $3,068-29.9% | $11,403-81.1% |