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 | $305,017 | $111,754+172.9% | $103,333+195.2% | $145,922+109.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.75% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,524 | $4,212-40.1% | $3,868-34.8% | $4,660-45.8% |
| Participant deferral / active EE | $9,483 | $5,619+68.8% | $5,057+87.5% | $6,688+41.8% |
| Admin fee / account holder | $3,553 | $9,750-63.6% | $8,355-57.5% | $13,397-73.5% |