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 5-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 | $456,326 | $201,272+126.7% | $184,203+147.7% | $145,922+212.7% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 11.55% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $7,186 | $7,022+2.3% | $6,427+11.8% | $4,660+54.2% |
| Participant deferral / active EE | $8,206 | $9,806-16.3% | $9,131-10.1% | $6,688+22.7% |
| Admin fee / account holder | $182,669 | $16,364+1016.3% | $13,901+1214.1% | $13,397+1263.5% |