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 | $263,918 | $142,405+85.3% | $115,157+129.2% | $152,861+72.7% |
| Participation rate | 84.6% | 82.4%+2.3pp | 75.9%+8.7pp | 82.4%+2.2pp |
| Annual return | 17.99% | 41.48%-23.5pp | 35.60%-17.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $4,918 | $4,010+22.6% | $3,179+54.7% | $4,762+3.3% |
| Participant deferral / active EE | $4,353 | $5,164-15.7% | $4,168+4.4% | $5,850-25.6% |
| Admin fee / account holder | $71,714 | $8,462+747.5% | $7,088+911.8% | $11,596+518.4% |