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 | $264,250 | $133,922+97.3% | $116,228+127.4% | $142,382+85.6% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 16.93% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,755 | $3,446-49.1% | $2,994-41.4% | $4,299-59.2% |
| Participant deferral / active EE | $7,156 | $5,672+26.2% | $4,953+44.5% | $6,507+10.0% |
| Admin fee / account holder | $1,984 | $14,945-86.7% | $11,989-83.5% | $12,624-84.3% |