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 | $368,888 | $111,754+230.1% | $103,333+257.0% | $145,922+152.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,515 | $4,212+7.2% | $3,868+16.7% | $4,660-3.1% |
| Participant deferral / active EE | $9,437 | $5,619+68.0% | $5,057+86.6% | $6,688+41.1% |
| Admin fee / account holder | $30,012 | $9,750+207.8% | $8,355+259.2% | $13,397+124.0% |