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 | $366,534 | $154,117+137.8% | $129,995+182.0% | $139,434+162.9% |
| Participation rate | 72.2% | 82.0%-9.7pp | 78.5%-6.3pp | 80.3%-8.1pp |
| Annual return | 10.17% | 32.48%-22.3pp | -137.18%+147.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,844 | $5,289-46.2% | $4,320-34.2% | $4,751-40.1% |
| Participant deferral / active EE | $6,423 | $6,710-4.3% | $5,820+10.4% | $6,710-4.3% |
| Admin fee / account holder | $78,613 | $14,007+461.3% | $10,614+640.6% | $11,403+589.4% |