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 | $445,039 | $179,726+147.6% | $156,263+184.8% | $142,382+212.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 15.59% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,872 | $5,069-63.1% | $4,333-56.8% | $4,299-56.5% |
| Participant deferral / active EE | $11,838 | $6,956+70.2% | $6,158+92.2% | $6,507+81.9% |
| Admin fee / account holder | $68,665 | $17,272+297.5% | $14,255+381.7% | $12,624+443.9% |