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 | $380,579 | $111,754+240.6% | $103,333+268.3% | $145,922+160.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 12.12% | 24.77%-12.6pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,537 | $4,212-16.0% | $3,868-8.6% | $4,660-24.1% |
| Participant deferral / active EE | $14,146 | $5,619+151.8% | $5,057+179.7% | $6,688+111.5% |
| Admin fee / account holder | $26,363 | $9,750+170.4% | $8,355+215.5% | $13,397+96.8% |