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 | $321,421 | $95,416+236.9% | $185,823+73.0% | $85,850+274.4% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 20.22% | 23.59%-3.4pp | 122.05%-101.8pp | 318.53%-298.3pp |
| Employer contribution / active EE | $2,818 | $3,314-15.0% | $5,167-45.5% | $2,565+9.9% |
| Participant deferral / active EE | $2,675 | $3,423-21.9% | $5,568-52.0% | $3,952-32.3% |
| Admin fee / account holder | $6,609 | $7,213-8.4% | $16,237-59.3% | $6,260+5.6% |