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 | $379,279 | $152,587+148.6% | $125,175+203.0% | $152,861+148.1% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 20.95% | 54.84%-33.9pp | 43.79%-22.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,794 | $4,946-63.7% | $3,865-53.6% | $4,762-62.3% |
| Participant deferral / active EE | $5,740 | $5,868-2.2% | $4,937+16.3% | $5,850-1.9% |
| Admin fee / account holder | $28,778 | $13,434+114.2% | $9,702+196.6% | $11,596+148.2% |