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 | $317,962 | $88,672+258.6% | $105,223+202.2% | $82,448+285.7% |
| Participation rate | 74.2% | 67.9%+6.3pp | 75.0%-0.8pp | 68.1%+6.2pp |
| Annual return | 17.12% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,810 | $3,048-40.6% | $3,689-50.9% | $2,551-29.1% |
| Participant deferral / active EE | $11,593 | $4,036+187.3% | $5,072+128.6% | $4,139+180.1% |
| Admin fee / account holder | $26,790 | $7,146+274.9% | $8,859+202.4% | $7,234+270.3% |