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 | $427,092 | $96,635+342.0% | $86,612+393.1% | $139,434+206.3% |
| Participation rate | 70.8% | 74.4%-3.6pp | 71.7%-0.9pp | 80.3%-9.5pp |
| Annual return | 11.65% | 106.41%-94.8pp | 591.07%-579.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,219 | $3,263-1.3% | $3,022+6.5% | $4,751-32.2% |
| Participant deferral / active EE | $6,737 | $4,836+39.3% | $4,438+51.8% | $6,710+0.4% |
| Admin fee / account holder | $35,711 | $6,408+457.3% | $5,614+536.1% | $11,403+213.2% |