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 | $261,353 | $179,726+45.4% | $156,263+67.3% | $142,382+83.6% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 13.38% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,066 | $5,069-19.8% | $4,333-6.2% | $4,299-5.4% |
| Participant deferral / active EE | $12,994 | $6,956+86.8% | $6,158+111.0% | $6,507+99.7% |
| Admin fee / account holder | $53,449 | $17,272+209.5% | $14,255+275.0% | $12,624+323.4% |