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 | $432,484 | $118,849+263.9% | $96,562+347.9% | $167,490+158.2% |
| Participation rate | 78.9% | 75.5%+3.5pp | 69.8%+9.1pp | 82.1%-3.2pp |
| Annual return | 12.63% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,790 | $3,120-10.6% | $2,356+18.4% | $4,837-42.3% |
| Participant deferral / active EE | $4,961 | $4,616+7.5% | $3,849+28.9% | $6,341-21.8% |
| Admin fee / account holder | $2,921 | $8,065-63.8% | $6,181-52.7% | $12,309-76.3% |