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 | $367,827 | $159,934+130.0% | $147,005+150.2% | $145,959+152.0% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 12.88% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $4,008 | $5,287-24.2% | $4,934-18.8% | $4,661-14.0% |
| Participant deferral / active EE | $8,231 | $8,427-2.3% | $8,070+2.0% | $6,689+23.1% |
| Admin fee / account holder | $49,461 | $15,053+228.6% | $13,006+280.3% | $13,398+269.2% |