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 | $341,369 | $117,841+189.7% | $102,423+233.3% | $145,922+133.9% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 29.82% | 31.65%-1.8pp | 29.32%+0.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $3,988 | $3,615+10.3% | $3,023+31.9% | $4,660-14.4% |
| Participant deferral / active EE | $7,572 | $5,731+32.1% | $5,053+49.9% | $6,688+13.2% |
| Admin fee / account holder | $2,424 | $13,326-81.8% | $9,451-74.3% | $13,397-81.9% |