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 | $311,805 | $210,648+48.0% | $177,989+75.2% | $145,922+113.7% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 12.52% | 385.86%-373.3pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,317 | $4,565-27.3% | $3,949-16.0% | $4,660-28.8% |
| Participant deferral / active EE | $7,703 | $6,958+10.7% | $6,276+22.7% | $6,688+15.2% |
| Admin fee / account holder | $4,349 | $12,013-63.8% | $10,363-58.0% | $13,397-67.5% |