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 | $430,241 | $117,841+265.1% | $102,423+320.1% | $145,922+194.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 15.74% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,935 | $3,615+8.9% | $3,023+30.2% | $4,660-15.6% |
| Participant deferral / active EE | $11,732 | $5,731+104.7% | $5,053+132.2% | $6,688+75.4% |
| Admin fee / account holder | $23,924 | $13,326+79.5% | $9,451+153.1% | $13,397+78.6% |