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 | $303,497 | $117,841+157.5% | $102,423+196.3% | $145,922+108.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 38.46% | 31.65%+6.8pp | 29.32%+9.1pp | 561.29%-522.8pp |
| Employer contribution / active EE | $1,009 | $3,615-72.1% | $3,023-66.6% | $4,660-78.3% |
| Participant deferral / active EE | $2,583 | $5,731-54.9% | $5,053-48.9% | $6,688-61.4% |
| Admin fee / account holder | $23,371 | $13,326+75.4% | $9,451+147.3% | $13,397+74.4% |