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 | $438,756 | $117,841+272.3% | $102,423+328.4% | $145,922+200.7% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 13.62% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,850 | $3,615+34.2% | $3,023+60.4% | $4,660+4.1% |
| Participant deferral / active EE | $9,593 | $5,731+67.4% | $5,053+89.9% | $6,688+43.4% |
| Admin fee / account holder | $3,188 | $13,326-76.1% | $9,451-66.3% | $13,397-76.2% |