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 | $387,257 | $117,841+228.6% | $102,423+278.1% | $145,922+165.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.43% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,135 | $3,615-40.9% | $3,023-29.4% | $4,660-54.2% |
| Participant deferral / active EE | $6,693 | $5,731+16.8% | $5,053+32.5% | $6,688+0.1% |
| Admin fee / account holder | $138,872 | $13,326+942.1% | $9,451+1369.4% | $13,397+936.6% |