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 | $488,031 | $124,425+292.2% | $112,040+335.6% | $137,256+255.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.86% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,382 | $3,411-0.9% | $2,954+14.5% | $4,156-18.6% |
| Participant deferral / active EE | $7,183 | $5,718+25.6% | $5,098+40.9% | $6,407+12.1% |
| Admin fee / account holder | $239,177 | $15,207+1472.9% | $12,098+1877.0% | $12,270+1849.3% |