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 | $389,374 | $117,841+230.4% | $102,423+280.2% | $145,922+166.8% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 16.30% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,145 | $3,615-13.0% | $3,023+4.0% | $4,660-32.5% |
| Participant deferral / active EE | $10,189 | $5,731+77.8% | $5,053+101.7% | $6,688+52.4% |
| Admin fee / account holder | $7,881 | $13,326-40.9% | $9,451-16.6% | $13,397-41.2% |