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 | $466,427 | $111,754+317.4% | $103,333+351.4% | $145,922+219.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.34% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,000 | $4,212+42.4% | $3,868+55.1% | $4,660+28.8% |
| Participant deferral / active EE | $7,488 | $5,619+33.3% | $5,057+48.1% | $6,688+12.0% |
| Admin fee / account holder | $15,499 | $9,750+59.0% | $8,355+85.5% | $13,397+15.7% |