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 | $263,905 | $124,319+112.3% | $111,297+137.1% | $167,490+57.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 13.77% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,723 | $3,435-49.8% | $2,731-36.9% | $4,837-64.4% |
| Participant deferral / active EE | $4,382 | $5,180-15.4% | $4,487-2.3% | $6,341-30.9% |
| Admin fee / account holder | $30,292 | $10,618+185.3% | $7,964+280.4% | $12,309+146.1% |