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 | $366,748 | $117,983+210.8% | $101,794+260.3% | $142,382+157.6% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.2%+26.6pp | 80.1%+15.7pp |
| Annual return | 10.06% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $8,202 | $2,773+195.8% | $2,289+258.3% | $4,299+90.8% |
| Participant deferral / active EE | $10,493 | $4,714+122.6% | $4,084+156.9% | $6,507+61.3% |
| Admin fee / account holder | $6,413 | $10,433-38.5% | $8,777-26.9% | $12,624-49.2% |