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 | $323,732 | $117,841+174.7% | $102,423+216.1% | $145,922+121.9% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 19.91% | 31.65%-11.7pp | 29.32%-9.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,832 | $3,615-21.7% | $3,023-6.3% | $4,660-39.2% |
| Participant deferral / active EE | $5,511 | $5,731-3.8% | $5,053+9.1% | $6,688-17.6% |
| Admin fee / account holder | $4,054 | $13,326-69.6% | $9,451-57.1% | $13,397-69.7% |