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 | $316,684 | $161,352+96.3% | $134,172+136.0% | $137,256+130.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 13.14% | 28.72%-15.6pp | 25.30%-12.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,598 | $4,099+85.4% | $3,420+122.2% | $4,156+82.8% |
| Participant deferral / active EE | $3,371 | $5,552-39.3% | $4,690-28.1% | $6,407-47.4% |
| Admin fee / account holder | $2,585 | $15,028-82.8% | $12,016-78.5% | $12,270-78.9% |