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 | $257,421 | $86,286+198.3% | $111,297+131.3% | $85,850+199.9% |
| Participation rate | 87.9% | 73.3%+14.6pp | 77.3%+10.6pp | 69.3%+18.6pp |
| Annual return | 16.12% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,031 | $2,043-49.5% | $2,731-62.2% | $2,565-59.8% |
| Participant deferral / active EE | $3,611 | $3,641-0.8% | $4,487-19.5% | $3,952-8.6% |
| Admin fee / account holder | $21,752 | $8,188+165.7% | $7,964+173.1% | $6,260+247.5% |