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 | $440,230 | $108,642+305.2% | $74,701+489.3% | $152,861+188.0% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 15.24% | 114.06%-98.8pp | 752.92%-737.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,348 | $1,503-10.3% | $1,084+24.4% | $4,762-71.7% |
| Participant deferral / active EE | $7,758 | $2,712+186.0% | $1,964+295.1% | $5,850+32.6% |
| Admin fee / account holder | $430 | $4,902-91.2% | $3,333-87.1% | $11,596-96.3% |