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 | $410,840 | $176,812+132.4% | $146,665+180.1% | $167,490+145.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 11.11% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $5,784 | $5,160+12.1% | $4,136+39.8% | $4,837+19.6% |
| Participant deferral / active EE | $12,856 | $6,440+99.6% | $5,506+133.5% | $6,341+102.7% |
| Admin fee / account holder | $48,068 | $13,259+262.5% | $10,280+367.6% | $12,309+290.5% |