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 | $410,994 | $88,751+363.1% | $81,812+402.4% | $145,922+181.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 15.64% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,598 | $3,083-48.2% | $2,912-45.1% | $4,660-65.7% |
| Participant deferral / active EE | $6,974 | $4,643+50.2% | $4,319+61.5% | $6,688+4.3% |
| Admin fee / account holder | $5,666 | $8,415-32.7% | $7,386-23.3% | $13,397-57.7% |