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 | $388,070 | $99,877+288.5% | $84,966+356.7% | $145,922+165.9% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 18.80% | 83.76%-65.0pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,061 | $3,231-5.3% | $2,727+12.3% | $4,660-34.3% |
| Participant deferral / active EE | $7,316 | $5,291+38.3% | $4,519+61.9% | $6,688+9.4% |
| Admin fee / account holder | $671 | $7,248-90.7% | $6,149-89.1% | $13,397-95.0% |