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 | $462,033 | $157,256+193.8% | $141,162+227.3% | $152,861+202.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.86% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,065 | $5,261+15.3% | $4,735+28.1% | $4,762+27.4% |
| Participant deferral / active EE | $12,263 | $7,109+72.5% | $6,709+82.8% | $5,850+109.6% |
| Admin fee / account holder | $4,785 | $12,120-60.5% | $10,261-53.4% | $11,596-58.7% |