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 | $307,437 | $103,376+197.4% | $87,100+253.0% | $152,861+101.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.01% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,458 | $3,220-23.7% | $2,521-2.5% | $4,762-48.4% |
| Participant deferral / active EE | $5,051 | $4,778+5.7% | $4,049+24.7% | $5,850-13.7% |
| Admin fee / account holder | $5,362 | $12,205-56.1% | $7,497-28.5% | $11,596-53.8% |