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 | $256,538 | $102,616+150.0% | $81,983+212.9% | $158,922+61.4% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 18.08% | 61.04%-43.0pp | 41.31%-23.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,262 | $3,240-30.2% | $2,498-9.4% | $4,761-52.5% |
| Participant deferral / active EE | $3,611 | $4,648-22.3% | $3,722-3.0% | $5,982-39.6% |
| Admin fee / account holder | $1,438 | $8,235-82.5% | $5,664-74.6% | $11,246-87.2% |