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 | $337,621 | $110,257+206.2% | $96,544+249.7% | $139,434+142.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.80% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $9,023 | $3,620+149.3% | $2,965+204.3% | $4,751+89.9% |
| Participant deferral / active EE | $4,156 | $5,548-25.1% | $4,851-14.3% | $6,710-38.1% |
| Admin fee / account holder | $10,207 | $11,591-11.9% | $8,252+23.7% | $11,403-10.5% |