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 | $396,738 | $157,256+152.3% | $141,162+181.1% | $152,861+159.5% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 25.36% | 64.32%-39.0pp | 71.39%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,285 | $5,261-75.6% | $4,735-72.9% | $4,762-73.0% |
| Participant deferral / active EE | $9,056 | $7,109+27.4% | $6,709+35.0% | $5,850+54.8% |
| Admin fee / account holder | $29,927 | $12,120+146.9% | $10,261+191.6% | $11,596+158.1% |