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 | $384,115 | $124,319+209.0% | $111,297+245.1% | $167,490+129.3% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 12.50% | 37.44%-24.9pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,513 | $3,435+31.4% | $2,731+65.3% | $4,837-6.7% |
| Participant deferral / active EE | $7,878 | $5,180+52.1% | $4,487+75.6% | $6,341+24.2% |
| Admin fee / account holder | $4,536 | $10,618-57.3% | $7,964-43.0% | $12,309-63.1% |