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 | $385,523 | $157,256+145.2% | $141,162+173.1% | $152,861+152.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.67% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,284 | $5,261-56.6% | $4,735-51.8% | $4,762-52.0% |
| Participant deferral / active EE | $10,603 | $7,109+49.1% | $6,709+58.0% | $5,850+81.2% |
| Admin fee / account holder | $7,447 | $12,120-38.6% | $10,261-27.4% | $11,596-35.8% |