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 | $252,366 | $157,256+60.5% | $141,162+78.8% | $152,861+65.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.99% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,907 | $5,261-44.8% | $4,735-38.6% | $4,762-39.0% |
| Participant deferral / active EE | $8,425 | $7,109+18.5% | $6,709+25.6% | $5,850+44.0% |
| Admin fee / account holder | $4,296 | $12,120-64.6% | $10,261-58.1% | $11,596-63.0% |