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 | $311,064 | $190,805+63.0% | $159,960+94.5% | $134,475+131.3% |
| Participation rate | 78.3% | 81.9%-3.7pp | 78.0%+0.3pp | 81.2%-3.0pp |
| Annual return | -18.99% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,958 | $4,995-60.8% | $4,226-53.7% | $4,740-58.7% |
| Participant deferral / active EE | $13,771 | $6,923+98.9% | $6,182+122.8% | $6,400+115.2% |
| Admin fee / account holder | $1,247 | $10,471-88.1% | $8,698-85.7% | $11,426-89.1% |