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 | $445,294 | $161,352+176.0% | $134,172+231.9% | $137,256+224.4% |
| Participation rate | 94.4% | 78.3%+16.2pp | 72.5%+22.0pp | 80.0%+14.5pp |
| Annual return | 16.53% | 28.72%-12.2pp | 25.30%-8.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,717 | $4,099+39.5% | $3,420+67.2% | $4,156+37.6% |
| Participant deferral / active EE | $10,151 | $5,552+82.8% | $4,690+116.4% | $6,407+58.4% |
| Admin fee / account holder | $1,579 | $15,028-89.5% | $12,016-86.9% | $12,270-87.1% |