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 | $326,832 | $100,773+224.3% | $88,946+267.5% | $142,382+129.5% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 16.99% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,065 | $2,918-63.5% | $2,555-58.3% | $4,299-75.2% |
| Participant deferral / active EE | $7,552 | $5,230+44.4% | $4,581+64.8% | $6,507+16.1% |
| Admin fee / account holder | $2,476 | $9,693-74.5% | $8,261-70.0% | $12,624-80.4% |