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 | $362,990 | $102,317+254.8% | $146,958+147.0% | $80,856+348.9% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 15.14% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,547 | $3,713-4.5% | $4,933-28.1% | $2,755+28.8% |
| Participant deferral / active EE | $8,184 | $6,644+23.2% | $8,070+1.4% | $4,296+90.5% |
| Admin fee / account holder | $10,130 | $7,941+27.6% | $12,998-22.1% | $6,918+46.4% |