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 | $413,382 | $114,381+261.4% | $107,525+284.5% | $142,382+190.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 13.50% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,074 | $4,015-48.3% | $3,754-44.8% | $4,299-51.8% |
| Participant deferral / active EE | $3,366 | $5,564-39.5% | $5,116-34.2% | $6,507-48.3% |
| Admin fee / account holder | $42,383 | $9,860+329.8% | $8,919+375.2% | $12,624+235.7% |