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 | $437,549 | $162,781+168.8% | $133,956+226.6% | $158,922+175.3% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 12.97% | 41.94%-29.0pp | 45.09%-32.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,781 | $4,975-64.2% | $3,919-54.6% | $4,761-62.6% |
| Participant deferral / active EE | $5,696 | $5,911-3.6% | $5,048+12.8% | $5,982-4.8% |
| Admin fee / account holder | $1,538 | $11,736-86.9% | $8,927-82.8% | $11,246-86.3% |