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 | $363,668 | $124,185+192.8% | $108,410+235.5% | $167,490+117.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 11.80% | 1379.64%-1367.8pp | 905.27%-893.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,880 | $4,187-31.2% | $3,558-19.1% | $4,837-40.5% |
| Participant deferral / active EE | $6,759 | $6,908-2.2% | $6,563+3.0% | $6,341+6.6% |
| Admin fee / account holder | $4,763 | $9,455-49.6% | $7,295-34.7% | $12,309-61.3% |