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 | $362,550 | $115,770+213.2% | $101,248+258.1% | $158,922+128.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 15.87% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,433 | $4,175-65.7% | $3,660-60.8% | $4,761-69.9% |
| Participant deferral / active EE | $2,168 | $4,957-56.3% | $4,370-50.4% | $5,982-63.8% |
| Admin fee / account holder | $6,192 | $7,245-14.5% | $5,945+4.1% | $11,246-44.9% |