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 | $378,679 | $202,432+87.1% | $169,368+123.6% | $139,434+171.6% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.92% | 531.74%-517.8pp | 405.60%-391.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,933 | $4,692-16.2% | $4,013-2.0% | $4,751-17.2% |
| Participant deferral / active EE | $15,399 | $6,938+122.0% | $6,221+147.5% | $6,710+129.5% |
| Admin fee / account holder | $4,649 | $10,708-56.6% | $9,003-48.4% | $11,403-59.2% |