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 | $354,906 | $178,174+99.2% | $156,181+127.2% | $137,256+158.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.62% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,118 | $4,972-77.5% | $4,294-74.0% | $4,156-73.1% |
| Participant deferral / active EE | $2,554 | $6,888-62.9% | $6,132-58.3% | $6,407-60.1% |
| Admin fee / account holder | $2,065 | $17,404-88.1% | $14,586-85.8% | $12,270-83.2% |