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 | $301,336 | $99,652+202.4% | $78,778+282.5% | $147,584+104.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 10.43% | 47.28%-36.9pp | 35.62%-25.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $517 | $2,796-81.5% | $1,986-74.0% | $4,876-89.4% |
| Participant deferral / active EE | $1,008 | $3,664-72.5% | $2,958-65.9% | $5,439-81.5% |
| Admin fee / account holder | $10,189 | $7,155+42.4% | $5,134+98.5% | $10,885-6.4% |