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 | $302,677 | $124,319+143.5% | $111,297+172.0% | $167,490+80.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 19.40% | 37.44%-18.0pp | 54.65%-35.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $967 | $3,435-71.9% | $2,731-64.6% | $4,837-80.0% |
| Participant deferral / active EE | $1,822 | $5,180-64.8% | $4,487-59.4% | $6,341-71.3% |
| Admin fee / account holder | $3,881 | $10,618-63.5% | $7,964-51.3% | $12,309-68.5% |