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 | $272,569 | $133,922+103.5% | $116,228+134.5% | $142,382+91.4% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.6%-0.6pp | 80.1%-6.2pp |
| Annual return | 14.69% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,333 | $3,446-61.3% | $2,994-55.5% | $4,299-69.0% |
| Participant deferral / active EE | $2,879 | $5,672-49.2% | $4,953-41.9% | $6,507-55.8% |
| Admin fee / account holder | $4,250 | $14,945-71.6% | $11,989-64.6% | $12,624-66.3% |