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 | $342,848 | $114,381+199.7% | $107,525+218.9% | $142,382+140.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.65% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,417 | $4,015-64.7% | $3,754-62.3% | $4,299-67.0% |
| Participant deferral / active EE | $11,000 | $5,564+97.7% | $5,116+115.0% | $6,507+69.0% |
| Admin fee / account holder | $1,200 | $9,860-87.8% | $8,919-86.5% | $12,624-90.5% |