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 | $316,798 | $114,381+177.0% | $107,525+194.6% | $142,382+122.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 12.52% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,337 | $4,015-66.7% | $3,754-64.4% | $4,299-68.9% |
| Participant deferral / active EE | $7,640 | $5,564+37.3% | $5,116+49.3% | $6,507+17.4% |
| Admin fee / account holder | $2,425 | $9,860-75.4% | $8,919-72.8% | $12,624-80.8% |