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 | $389,931 | $99,877+290.4% | $84,966+358.9% | $145,922+167.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.43% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,216 | $3,231-31.4% | $2,727-18.8% | $4,660-52.4% |
| Participant deferral / active EE | $7,642 | $5,291+44.4% | $4,519+69.1% | $6,688+14.3% |
| Admin fee / account holder | $69,603 | $7,248+860.3% | $6,149+1032.0% | $13,397+419.5% |