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 | $397,469 | $117,841+237.3% | $102,423+288.1% | $145,922+172.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.27% | 31.65%-17.4pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,442 | $3,615-60.1% | $3,023-52.3% | $4,660-69.0% |
| Participant deferral / active EE | $3,586 | $5,731-37.4% | $5,053-29.0% | $6,688-46.4% |
| Admin fee / account holder | $1,779 | $13,326-86.6% | $9,451-81.2% | $13,397-86.7% |