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 | $331,608 | $111,754+196.7% | $103,333+220.9% | $145,922+127.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 24.25% | 24.77%-0.5pp | 24.88%-0.6pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,343 | $4,212-20.6% | $3,868-13.6% | $4,660-28.2% |
| Participant deferral / active EE | $6,523 | $5,619+16.1% | $5,057+29.0% | $6,688-2.5% |
| Admin fee / account holder | $6,257 | $9,750-35.8% | $8,355-25.1% | $13,397-53.3% |