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 | $325,887 | $124,319+162.1% | $111,297+192.8% | $167,490+94.6% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 12.59% | 37.44%-24.8pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,904 | $3,435-44.6% | $2,731-30.3% | $4,837-60.6% |
| Participant deferral / active EE | $9,521 | $5,180+83.8% | $4,487+112.2% | $6,341+50.1% |
| Admin fee / account holder | $4,774 | $10,618-55.0% | $7,964-40.1% | $12,309-61.2% |