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 | $373,439 | $157,256+137.5% | $141,162+164.5% | $152,861+144.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.75% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,213 | $5,261-19.9% | $4,735-11.0% | $4,762-11.5% |
| Participant deferral / active EE | $4,114 | $7,109-42.1% | $6,709-38.7% | $5,850-29.7% |
| Admin fee / account holder | $25,797 | $12,120+112.8% | $10,261+151.4% | $11,596+122.5% |