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 | $299,159 | $99,877+199.5% | $84,966+252.1% | $145,922+105.0% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 13.09% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,824 | $3,231-43.5% | $2,727-33.1% | $4,660-60.9% |
| Participant deferral / active EE | $10,432 | $5,291+97.2% | $4,519+130.8% | $6,688+56.0% |
| Admin fee / account holder | $2,701 | $7,248-62.7% | $6,149-56.1% | $13,397-79.8% |