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 | $318,111 | $110,257+188.5% | $96,544+229.5% | $139,434+128.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 16.43% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,068 | $3,620-70.5% | $2,965-64.0% | $4,751-77.5% |
| Participant deferral / active EE | $4,972 | $5,548-10.4% | $4,851+2.5% | $6,710-25.9% |
| Admin fee / account holder | $3,091 | $11,591-73.3% | $8,252-62.5% | $11,403-72.9% |