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 | $251,112 | $108,919+130.5% | $100,391+150.1% | $145,922+72.1% |
| Participation rate | 87.0% | 82.9%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 18.42% | 57.88%-39.5pp | 49.20%-30.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,060 | $8,445+42.8% | $8,082+49.2% | $6,688+80.3% |
| Admin fee / account holder | $1,330 | $9,689-86.3% | $7,899-83.2% | $13,397-90.1% |