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 | $312,097 | $117,841+164.8% | $102,423+204.7% | $145,922+113.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 16.11% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,502 | $3,615-30.8% | $3,023-17.2% | $4,660-46.3% |
| Participant deferral / active EE | $11,287 | $5,731+97.0% | $5,053+123.4% | $6,688+68.8% |
| Admin fee / account holder | $1,844 | $13,326-86.2% | $9,451-80.5% | $13,397-86.2% |