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 | $279,210 | $162,781+71.5% | $133,956+108.4% | $158,922+75.7% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 15.24% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $19,348 | $4,975+288.9% | $3,919+393.8% | $4,761+306.4% |
| Participant deferral / active EE | $4,844 | $5,911-18.0% | $5,048-4.0% | $5,982-19.0% |
| Admin fee / account holder | $3,090 | $11,736-73.7% | $8,927-65.4% | $11,246-72.5% |