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 | $259,028 | $127,777+102.7% | $106,548+143.1% | $167,490+54.7% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 9.75% | 33.87%-24.1pp | 26.80%-17.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,742 | $3,427+9.2% | $2,819+32.8% | $4,837-22.6% |
| Participant deferral / active EE | $1,566 | $5,087-69.2% | $4,398-64.4% | $6,341-75.3% |
| Admin fee / account holder | $77,512 | $11,228+590.4% | $7,407+946.4% | $12,309+529.7% |