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 | $328,398 | $118,849+176.3% | $96,562+240.1% | $167,490+96.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 11.49% | 50.49%-39.0pp | 37.78%-26.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,288 | $3,120-26.7% | $2,356-2.9% | $4,837-52.7% |
| Participant deferral / active EE | $7,738 | $4,616+67.6% | $3,849+101.0% | $6,341+22.0% |
| Admin fee / account holder | $7,336 | $8,065-9.0% | $6,181+18.7% | $12,309-40.4% |