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 | $371,554 | $127,264+192.0% | $109,895+238.1% | $167,490+121.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 10.92% | 22.97%-12.1pp | 29.45%-18.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,096 | $3,322-36.9% | $2,842-26.3% | $4,837-56.7% |
| Participant deferral / active EE | $6,545 | $4,514+45.0% | $4,048+61.7% | $6,341+3.2% |
| Admin fee / account holder | $12,513 | $7,114+75.9% | $6,066+106.3% | $12,309+1.7% |