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 | $972,480 | $162,781+497.4% | $133,956+626.0% | $158,922+511.9% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 25.59% | 41.94%-16.3pp | 45.09%-19.5pp | 302.83%-277.2pp |
| Employer contribution / active EE | $3,730 | $4,975-25.0% | $3,919-4.8% | $4,761-21.7% |
| Participant deferral / active EE | $7,589 | $5,911+28.4% | $5,048+50.4% | $5,982+26.9% |
| Admin fee / account holder | $1,916 | $11,736-83.7% | $8,927-78.5% | $11,246-83.0% |