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 | $256,038 | $157,256+62.8% | $141,162+81.4% | $152,861+67.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 25.22% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,032 | $5,261-42.4% | $4,735-36.0% | $4,762-36.3% |
| Participant deferral / active EE | $9,177 | $7,109+29.1% | $6,709+36.8% | $5,850+56.9% |
| Admin fee / account holder | $2,199 | $12,120-81.9% | $10,261-78.6% | $11,596-81.0% |