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 | $253,012 | $127,065+99.1% | $113,168+123.6% | $142,382+77.7% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 23.39% | 24.03%-0.6pp | 24.27%-0.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,095 | $3,442-39.1% | $2,975-29.6% | $4,299-51.3% |
| Participant deferral / active EE | $4,085 | $5,716-28.5% | $5,107-20.0% | $6,507-37.2% |
| Admin fee / account holder | $36,150 | $15,736+129.7% | $12,068+199.6% | $12,624+186.4% |