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 | $267,599 | $176,812+51.3% | $146,665+82.5% | $167,490+59.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 12.45% | 24.03%-11.6pp | 22.74%-10.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $5,496 | $5,160+6.5% | $4,136+32.9% | $4,837+13.6% |
| Participant deferral / active EE | $7,231 | $6,440+12.3% | $5,506+31.3% | $6,341+14.0% |
| Admin fee / account holder | $4,978 | $13,259-62.5% | $10,280-51.6% | $12,309-59.6% |