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 | $395,739 | $214,378+84.6% | $200,582+97.3% | $142,382+177.9% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 11.79% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,020 | $6,841-55.9% | $6,419-52.9% | $4,299-29.7% |
| Participant deferral / active EE | $6,776 | $9,865-31.3% | $9,331-27.4% | $6,507+4.1% |
| Admin fee / account holder | $3,932 | $17,692-77.8% | $16,305-75.9% | $12,624-68.9% |