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 | $345,493 | $116,175+197.4% | $93,606+269.1% | $152,861+126.0% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 23.29% | 35.96%-12.7pp | 32.76%-9.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,810 | $3,218-12.7% | $2,718+3.4% | $4,762-41.0% |
| Participant deferral / active EE | $8,263 | $4,603+79.5% | $4,069+103.1% | $5,850+41.2% |
| Admin fee / account holder | $1,551 | $10,748-85.6% | $7,888-80.3% | $11,596-86.6% |