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 | $452,883 | $58,208+678.0% | $81,812+453.6% | $80,856+460.1% |
| Participation rate | 71.8% | 63.4%+8.4pp | 72.3%-0.5pp | 67.6%+4.2pp |
| Annual return | 11.14% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,466 | $2,340+48.1% | $2,912+19.0% | $2,755+25.8% |
| Participant deferral / active EE | $7,540 | $3,281+129.8% | $4,319+74.6% | $4,296+75.5% |
| Admin fee / account holder | $2,495 | $4,981-49.9% | $7,386-66.2% | $6,918-63.9% |