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 | $417,257 | $112,096+272.2% | $95,952+334.9% | $158,922+162.6% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 14.36% | 171.09%-156.7pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,603 | $3,198+12.7% | $2,541+41.8% | $4,761-24.3% |
| Participant deferral / active EE | $19,568 | $4,784+309.0% | $4,167+369.6% | $5,982+227.1% |
| Admin fee / account holder | $2,502 | $10,130-75.3% | $6,795-63.2% | $11,246-77.8% |