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 5-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 | $268,085 | $232,540+15.3% | $185,117+44.8% | $147,584+81.6% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 19.40% | 43.03%-23.6pp | 40.50%-21.1pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,495 | $5,195-52.0% | $4,182-40.3% | $4,876-48.8% |
| Participant deferral / active EE | $14,915 | $5,834+155.7% | $5,045+195.6% | $5,439+174.2% |
| Admin fee / account holder | $32,609 | $10,275+217.4% | $8,159+299.7% | $10,885+199.6% |