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 | $350,218 | $157,256+122.7% | $141,162+148.1% | $152,861+129.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 27.45% | 64.32%-36.9pp | 71.39%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,892 | $5,261-45.0% | $4,735-38.9% | $4,762-39.3% |
| Participant deferral / active EE | $11,202 | $7,109+57.6% | $6,709+67.0% | $5,850+91.5% |
| Admin fee / account holder | $4,853 | $12,120-60.0% | $10,261-52.7% | $11,596-58.2% |