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 | $257,422 | $109,982+134.1% | $97,226+164.8% | $145,922+76.4% |
| Participation rate | 76.5% | 75.9%+0.5pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 8.09% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,283 | $3,084-26.0% | $2,729-16.3% | $4,660-51.0% |
| Participant deferral / active EE | $3,203 | $4,676-31.5% | $4,264-24.9% | $6,688-52.1% |
| Admin fee / account holder | $5,812 | $6,221-6.6% | $5,654+2.8% | $13,397-56.6% |