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 | $257,337 | $190,805+34.9% | $159,960+60.9% | $134,475+91.4% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -16.11% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,997 | $4,995-60.0% | $4,226-52.8% | $4,740-57.9% |
| Participant deferral / active EE | $2,199 | $6,923-68.2% | $6,182-64.4% | $6,400-65.6% |
| Admin fee / account holder | $9,676 | $10,471-7.6% | $8,698+11.2% | $11,426-15.3% |