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 | $281,326 | $177,572+58.4% | $154,803+81.7% | $142,382+97.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.54% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,119 | $4,810-56.0% | $4,305-50.8% | $4,299-50.7% |
| Participant deferral / active EE | $8,386 | $6,272+33.7% | $5,540+51.4% | $6,507+28.9% |
| Admin fee / account holder | $3,818 | $16,786-77.3% | $14,329-73.4% | $12,624-69.8% |