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 | $350,464 | $157,256+122.9% | $141,162+148.3% | $152,861+129.3% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 24.60% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,088 | $5,261-60.3% | $4,735-55.9% | $4,762-56.2% |
| Participant deferral / active EE | $6,961 | $7,109-2.1% | $6,709+3.8% | $5,850+19.0% |
| Admin fee / account holder | $35,970 | $12,120+196.8% | $10,261+250.5% | $11,596+210.2% |