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 | $451,000 | $111,814+303.3% | $93,654+381.6% | $145,959+209.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 13.44% | 203.30%-189.9pp | 133.34%-119.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,104 | $3,092-32.0% | $2,421-13.1% | $4,661-54.9% |
| Participant deferral / active EE | $4,654 | $4,914-5.3% | $4,413+5.5% | $6,689-30.4% |
| Admin fee / account holder | $8,479 | $10,246-17.3% | $8,282+2.4% | $13,398-36.7% |