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 | $259,068 | $111,724+131.9% | $93,606+176.8% | $145,922+77.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 9.58% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,067 | $3,090-65.5% | $2,420-55.9% | $4,660-77.1% |
| Participant deferral / active EE | $5,634 | $4,912+14.7% | $4,411+27.7% | $6,688-15.8% |
| Admin fee / account holder | $2,354 | $10,250-77.0% | $8,285-71.6% | $13,397-82.4% |