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 | $308,151 | $105,931+190.9% | $81,930+276.1% | $158,922+93.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 15.02% | 38.17%-23.2pp | 29.49%-14.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,041 | $7,800-86.7% | $4,310-75.9% | $4,761-78.1% |
| Participant deferral / active EE | $5,025 | $13,003-61.4% | $7,107-29.3% | $5,982-16.0% |
| Admin fee / account holder | $8,020 | $8,489-5.5% | $5,158+55.5% | $11,246-28.7% |