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 | $464,394 | $152,587+204.3% | $125,175+271.0% | $152,861+203.8% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 10.64% | 54.84%-44.2pp | 43.79%-33.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $17,979 | $4,946+263.5% | $3,865+365.1% | $4,762+277.5% |
| Participant deferral / active EE | $10,625 | $5,868+81.1% | $4,937+115.2% | $5,850+81.6% |
| Admin fee / account holder | $1,111 | $13,434-91.7% | $9,702-88.5% | $11,596-90.4% |