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 | $264,951 | $157,256+68.5% | $141,162+87.7% | $152,861+73.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 23.46% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,185 | $5,261-20.4% | $4,735-11.6% | $4,762-12.1% |
| Participant deferral / active EE | $10,601 | $7,109+49.1% | $6,709+58.0% | $5,850+81.2% |
| Admin fee / account holder | $1,014 | $12,120-91.6% | $10,261-90.1% | $11,596-91.3% |