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 | $331,194 | $154,365+114.6% | $130,231+154.3% | $139,434+137.5% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.3%+7.1pp | 80.3%+3.0pp |
| Annual return | 24.50% | 30.34%-5.8pp | 38.77%-14.3pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,817 | $5,170-6.8% | $4,126+16.8% | $4,751+1.4% |
| Participant deferral / active EE | $11,598 | $8,498+36.5% | $6,799+70.6% | $6,710+72.8% |
| Admin fee / account holder | $531 | $9,214-94.2% | $6,020-91.2% | $11,403-95.3% |