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 | $728,085 | $183,519+296.7% | $155,509+368.2% | $145,922+399.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 26.98% | 61.17%-34.2pp | 64.67%-37.7pp | 561.29%-534.3pp |
| Employer contribution / active EE | $3,510 | $5,313-33.9% | $4,672-24.9% | $4,660-24.7% |
| Participant deferral / active EE | $16,087 | $6,462+148.9% | $5,626+185.9% | $6,688+140.6% |
| Admin fee / account holder | $5,095 | $19,313-73.6% | $15,912-68.0% | $13,397-62.0% |