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 | $260,669 | $48,230+440.5% | $67,502+286.2% | $80,856+222.4% |
| Participation rate | 77.3% | 66.4%+10.9pp | 72.9%+4.4pp | 67.6%+9.6pp |
| Annual return | 18.78% | 18.28%+0.5pp | 3512.12%-3493.3pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,086 | $2,020+102.3% | $2,731+49.6% | $2,755+48.3% |
| Participant deferral / active EE | $12,352 | $2,924+322.5% | $4,000+208.8% | $4,296+187.5% |
| Admin fee / account holder | $8,007 | $3,681+117.5% | $3,998+100.3% | $6,918+15.7% |