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 | $404,564 | $165,984+143.7% | $164,813+145.5% | $145,922+177.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.34% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,761 | $5,273-66.6% | $4,341-59.4% | $4,660-62.2% |
| Participant deferral / active EE | $2,718 | $6,959-60.9% | $6,031-54.9% | $6,688-59.4% |
| Admin fee / account holder | $5,161 | $16,648-69.0% | $12,690-59.3% | $13,397-61.5% |