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 | $325,994 | $114,237+185.4% | $119,258+173.4% | $167,490+94.6% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.7%+3.0pp | 82.1%+3.6pp |
| Annual return | 11.98% | 29.87%-17.9pp | 30.69%-18.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $6,169 | $4,481+37.7% | $4,384+40.7% | $4,837+27.5% |
| Participant deferral / active EE | $9,669 | $6,084+58.9% | $6,111+58.2% | $6,341+52.5% |
| Admin fee / account holder | $6,711 | $8,932-24.9% | $7,226-7.1% | $12,309-45.5% |