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 | $265,694 | $117,841+125.5% | $102,423+159.4% | $145,922+82.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 10.18% | 31.65%-21.5pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,397 | $3,615-6.0% | $3,023+12.4% | $4,660-27.1% |
| Participant deferral / active EE | $2,037 | $5,731-64.4% | $5,053-59.7% | $6,688-69.5% |
| Admin fee / account holder | $4,053 | $13,326-69.6% | $9,451-57.1% | $13,397-69.7% |