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 | $395,554 | $180,028+119.7% | $138,135+186.4% | $158,922+148.9% |
| Participation rate | 87.5% | 82.2%+5.3pp | 78.7%+8.8pp | 82.0%+5.5pp |
| Annual return | 14.39% | 21.68%-7.3pp | 20.51%-6.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,900 | $7,470-47.8% | $5,587-30.2% | $4,761-18.1% |
| Participant deferral / active EE | $8,420 | $7,717+9.1% | $6,431+30.9% | $5,982+40.7% |
| Admin fee / account holder | $5,761 | $17,912-67.8% | $11,856-51.4% | $11,246-48.8% |