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 | $505,481 | $117,841+329.0% | $102,423+393.5% | $145,922+246.4% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 14.67% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,037 | $3,615-16.0% | $3,023+0.4% | $4,660-34.8% |
| Participant deferral / active EE | $7,813 | $5,731+36.3% | $5,053+54.6% | $6,688+16.8% |
| Admin fee / account holder | $9,885 | $13,326-25.8% | $9,451+4.6% | $13,397-26.2% |