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 | $500,476 | $124,319+302.6% | $111,297+349.7% | $167,490+198.8% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 12.85% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,049 | $3,435-40.4% | $2,731-25.0% | $4,837-57.7% |
| Participant deferral / active EE | $10,064 | $5,180+94.3% | $4,487+124.3% | $6,341+58.7% |
| Admin fee / account holder | $7,397 | $10,618-30.3% | $7,964-7.1% | $12,309-39.9% |