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 3-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 | $583,714 | $117,841+395.3% | $102,423+469.9% | $145,922+300.0% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 11.58% | 31.65%-20.1pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,711 | $3,615-25.0% | $3,023-10.3% | $4,660-41.8% |
| Participant deferral / active EE | $5,145 | $5,731-10.2% | $5,053+1.8% | $6,688-23.1% |
| Admin fee / account holder | $41,423 | $13,326+210.8% | $9,451+338.3% | $13,397+209.2% |