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 | $384,757 | $111,754+244.3% | $103,333+272.3% | $145,922+163.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 18.55% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,132 | $4,212-1.9% | $3,868+6.8% | $4,660-11.3% |
| Participant deferral / active EE | $15,667 | $5,619+178.8% | $5,057+209.8% | $6,688+134.3% |
| Admin fee / account holder | $13,305 | $9,750+36.5% | $8,355+59.2% | $13,397-0.7% |