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 | $322,425 | $111,754+188.5% | $103,333+212.0% | $145,922+121.0% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 17.82% | 24.77%-6.9pp | 24.88%-7.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,427 | $4,212+52.6% | $3,868+66.2% | $4,660+37.9% |
| Participant deferral / active EE | $13,139 | $5,619+133.9% | $5,057+159.8% | $6,688+96.5% |
| Admin fee / account holder | $1,441 | $9,750-85.2% | $8,355-82.8% | $13,397-89.2% |