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 | $410,942 | $112,096+266.6% | $95,952+328.3% | $158,922+158.6% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 16.47% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,204 | $3,198+0.2% | $2,541+26.1% | $4,761-32.7% |
| Participant deferral / active EE | $8,056 | $4,784+68.4% | $4,167+93.3% | $5,982+34.7% |
| Admin fee / account holder | $2,076 | $10,130-79.5% | $6,795-69.5% | $11,246-81.5% |