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 | $281,140 | $102,966+173.0% | $90,281+211.4% | $152,861+83.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 19.75% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $10,012 | $3,139+219.0% | $2,854+250.7% | $4,762+110.2% |
| Participant deferral / active EE | $5,526 | $4,281+29.1% | $3,885+42.2% | $5,850-5.5% |
| Admin fee / account holder | $376 | $6,171-93.9% | $5,351-93.0% | $11,596-96.8% |