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 | $275,933 | $117,841+134.2% | $102,423+169.4% | $145,922+89.1% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 14.45% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,684 | $3,615+1.9% | $3,023+21.9% | $4,660-20.9% |
| Participant deferral / active EE | $6,101 | $5,731+6.5% | $5,053+20.7% | $6,688-8.8% |
| Admin fee / account holder | $4,820 | $13,326-63.8% | $9,451-49.0% | $13,397-64.0% |