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 | $509,722 | $116,175+338.8% | $93,606+444.5% | $152,861+233.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 24.54% | 35.96%-11.4pp | 32.76%-8.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,205 | $3,218-62.5% | $2,718-55.7% | $4,762-74.7% |
| Participant deferral / active EE | $2,058 | $4,603-55.3% | $4,069-49.4% | $5,850-64.8% |
| Admin fee / account holder | $46,459 | $10,748+332.3% | $7,888+489.0% | $11,596+300.6% |