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 | $320,128 | $162,781+96.7% | $133,956+139.0% | $158,922+101.4% |
| Participation rate | 76.5% | 83.2%-6.8pp | 79.8%-3.4pp | 82.0%-5.5pp |
| Annual return | 12.07% | 41.94%-29.9pp | 45.09%-33.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,976 | $4,975-40.2% | $3,919-24.1% | $4,761-37.5% |
| Participant deferral / active EE | $7,347 | $5,911+24.3% | $5,048+45.6% | $5,982+22.8% |
| Admin fee / account holder | $6,651 | $11,736-43.3% | $8,927-25.5% | $11,246-40.9% |