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 | $288,019 | $154,117+86.9% | $129,995+121.6% | $139,434+106.6% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 24.15% | 32.48%-8.3pp | -137.18%+161.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,528 | $5,289-52.2% | $4,320-41.5% | $4,751-46.8% |
| Participant deferral / active EE | $2,667 | $6,710-60.2% | $5,820-54.2% | $6,710-60.2% |
| Admin fee / account holder | $36,731 | $14,007+162.2% | $10,614+246.0% | $11,403+222.1% |