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 | $328,218 | $107,934+204.1% | $91,989+256.8% | $152,861+114.7% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 19.04% | 89.24%-70.2pp | 69.02%-50.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $9,265 | $4,210+120.1% | $3,452+168.4% | $4,762+94.6% |
| Participant deferral / active EE | $7,788 | $6,364+22.4% | $5,923+31.5% | $5,850+33.1% |
| Admin fee / account holder | $2,659 | $10,520-74.7% | $7,743-65.7% | $11,596-77.1% |