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 | $294,478 | $117,841+149.9% | $102,423+187.5% | $145,922+101.8% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 8.94% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,463 | $3,615-31.9% | $3,023-18.5% | $4,660-47.1% |
| Participant deferral / active EE | $5,451 | $5,731-4.9% | $5,053+7.9% | $6,688-18.5% |
| Admin fee / account holder | $7,092 | $13,326-46.8% | $9,451-25.0% | $13,397-47.1% |