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 | $308,600 | $172,111+79.3% | $150,298+105.3% | $137,256+124.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.75% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,744 | $4,636-40.8% | $4,154-33.9% | $4,156-34.0% |
| Participant deferral / active EE | $6,000 | $6,166-2.7% | $5,453+10.0% | $6,407-6.3% |
| Admin fee / account holder | $3,356 | $16,471-79.6% | $14,116-76.2% | $12,270-72.7% |