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 | $371,870 | $176,377+110.8% | $134,143+177.2% | $158,922+134.0% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 9.58% | 63.63%-54.0pp | 36.33%-26.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $695 | $5,040-86.2% | $3,704-81.2% | $4,761-85.4% |
| Participant deferral / active EE | $12,522 | $4,091+206.1% | $3,499+257.9% | $5,982+109.3% |
| Admin fee / account holder | $748 | $8,718-91.4% | $6,684-88.8% | $11,246-93.3% |