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 | $352,328 | $48,795+622.1% | $65,493+438.0% | $84,808+315.4% |
| Participation rate | 89.1% | 67.0%+22.2pp | 73.1%+16.0pp | 68.3%+20.8pp |
| Annual return | 14.02% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,019 | $1,930+56.5% | $2,574+17.3% | $2,631+14.8% |
| Participant deferral / active EE | $7,180 | $2,928+145.2% | $3,961+81.3% | $4,212+70.5% |
| Admin fee / account holder | $51,189 | $3,877+1220.3% | $5,028+918.0% | $7,344+597.0% |