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 | $373,768 | $114,237+227.2% | $119,258+213.4% | $167,490+123.2% |
| Participation rate | 77.8% | 83.7%-6.0pp | 82.7%-4.9pp | 82.1%-4.3pp |
| Annual return | 13.57% | 29.87%-16.3pp | 30.69%-17.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $8,530 | $4,481+90.4% | $4,384+94.6% | $4,837+76.3% |
| Participant deferral / active EE | $6,024 | $6,084-1.0% | $6,111-1.4% | $6,341-5.0% |
| Admin fee / account holder | $47,515 | $8,932+432.0% | $7,226+557.6% | $12,309+286.0% |