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 | $274,138 | $99,877+174.5% | $84,966+222.6% | $145,922+87.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 17.56% | 83.76%-66.2pp | 66.38%-48.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,119 | $3,231-65.4% | $2,727-59.0% | $4,660-76.0% |
| Participant deferral / active EE | $2,956 | $5,291-44.1% | $4,519-34.6% | $6,688-55.8% |
| Admin fee / account holder | $37,337 | $7,248+415.2% | $6,149+507.2% | $13,397+178.7% |