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 | $336,613 | $111,814+201.0% | $103,374+225.6% | $145,959+130.6% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 14.11% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.8pp |
| Employer contribution / active EE | $4,346 | $4,214+3.1% | $3,869+12.3% | $4,661-6.8% |
| Participant deferral / active EE | $7,208 | $5,618+28.3% | $5,058+42.5% | $6,689+7.8% |
| Admin fee / account holder | $20,493 | $9,754+110.1% | $8,394+144.1% | $13,398+53.0% |