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 | $614,198 | $126,574+385.2% | $106,213+478.3% | $145,922+320.9% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 13.89% | 224.79%-210.9pp | 116.14%-102.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,303 | $3,730-38.3% | $3,171-27.4% | $4,660-50.6% |
| Participant deferral / active EE | $5,149 | $5,724-10.0% | $5,016+2.6% | $6,688-23.0% |
| Admin fee / account holder | $3,452 | $17,304-80.1% | $11,033-68.7% | $13,397-74.2% |