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 | $426,852 | $135,952+214.0% | $123,892+244.5% | $273,961+55.8% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 4.85% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $15,841 | $5,170+206.4% | $4,617+243.1% | $4,869+225.4% |
| Participant deferral / active EE | $10,349 | $6,343+63.2% | $5,984+72.9% | $5,287+95.7% |
| Admin fee / account holder | $279,740 | $9,817+2749.5% | $8,357+3247.4% | $10,132+2661.0% |