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 | $335,356 | $90,348+271.2% | $75,972+341.4% | $145,922+129.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 17.50% | 620.88%-603.4pp | 359.55%-342.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,038 | $3,311-8.2% | $2,685+13.2% | $4,660-34.8% |
| Participant deferral / active EE | $5,047 | $5,162-2.2% | $4,255+18.6% | $6,688-24.5% |
| Admin fee / account holder | $4,867 | $8,467-42.5% | $6,467-24.7% | $13,397-63.7% |