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 | $455,757 | $175,600+159.5% | $129,110+253.0% | $134,475+238.9% |
| Participation rate | 92.9% | 81.6%+11.3pp | 77.3%+15.6pp | 81.2%+11.6pp |
| Annual return | 33.78% | -11.39%+45.2pp | -10.94%+44.7pp | 417.96%-384.2pp |
| Employer contribution / active EE | $4,063 | $6,355-36.1% | $5,052-19.6% | $4,740-14.3% |
| Participant deferral / active EE | $8,885 | $7,975+11.4% | $6,542+35.8% | $6,400+38.8% |
| Admin fee / account holder | $13,281 | $23,567-43.6% | $14,302-7.1% | $11,426+16.2% |