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 | $322,886 | $99,985+222.9% | $146,665+120.2% | $85,850+276.1% |
| Participation rate | 90.6% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.3pp |
| Annual return | 15.36% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,026 | $2,559-59.9% | $4,136-75.2% | $2,565-60.0% |
| Participant deferral / active EE | $7,141 | $4,006+78.3% | $5,506+29.7% | $3,952+80.7% |
| Admin fee / account holder | $51,858 | $7,702+573.3% | $10,280+404.5% | $6,260+728.4% |