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 | $308,502 | $137,414+124.5% | $189,513+62.8% | $85,850+259.4% |
| Participation rate | 88.5% | 84.6%+3.8pp | 87.8%+0.7pp | 69.3%+19.1pp |
| Annual return | 13.18% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,332 | $4,344-46.3% | $6,162-62.2% | $2,565-9.1% |
| Participant deferral / active EE | $4,334 | $6,260-30.8% | $8,221-47.3% | $3,952+9.7% |
| Admin fee / account holder | $1,480 | $8,630-82.9% | $12,045-87.7% | $6,260-76.4% |