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 | $347,237 | $152,587+127.6% | $125,175+177.4% | $152,861+127.2% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 12.86% | 54.84%-42.0pp | 43.79%-30.9pp | 345.32%-332.5pp |
| Employer contribution / active EE | $3,487 | $4,946-29.5% | $3,865-9.8% | $4,762-26.8% |
| Participant deferral / active EE | $7,305 | $5,868+24.5% | $4,937+48.0% | $5,850+24.9% |
| Admin fee / account holder | $6,788 | $13,434-49.5% | $9,702-30.0% | $11,596-41.5% |