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 | $353,045 | $124,319+184.0% | $111,297+217.2% | $167,490+110.8% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 16.31% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,256 | $3,435-63.4% | $2,731-54.0% | $4,837-74.0% |
| Participant deferral / active EE | $7,789 | $5,180+50.4% | $4,487+73.6% | $6,341+22.8% |
| Admin fee / account holder | $7,035 | $10,618-33.7% | $7,964-11.7% | $12,309-42.8% |