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 | $293,125 | $755,339-61.2% | $379,746-22.8% | $158,922+84.4% |
| Participation rate | 81.8% | 81.8%+0.1pp | 78.4%+3.4pp | 82.0%-0.1pp |
| Annual return | 11.13% | 53.41%-42.3pp | 34.90%-23.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $11,191 | $4,685+138.9% | $3,540+216.2% | $4,761+135.1% |
| Participant deferral / active EE | $8,658 | $7,938+9.1% | $6,024+43.7% | $5,982+44.7% |
| Admin fee / account holder | $24,357 | $14,482+68.2% | $7,927+207.3% | $11,246+116.6% |