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 | $259,599 | $197,591+31.4% | $177,821+46.0% | $158,922+63.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 25.14% | 58.76%-33.6pp | 48.32%-23.2pp | 302.83%-277.7pp |
| Employer contribution / active EE | $3,631 | $6,697-45.8% | $5,918-38.6% | $4,761-23.7% |
| Participant deferral / active EE | $6,431 | $8,405-23.5% | $7,714-16.6% | $5,982+7.5% |
| Admin fee / account holder | $6,167 | $15,399-60.0% | $12,427-50.4% | $11,246-45.2% |