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 | $295,051 | $127,264+131.8% | $109,895+168.5% | $167,490+76.2% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 9.10% | 22.97%-13.9pp | 29.45%-20.4pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,002 | $3,322-9.6% | $2,842+5.6% | $4,837-37.9% |
| Participant deferral / active EE | $10,268 | $4,514+127.5% | $4,048+153.7% | $6,341+61.9% |
| Admin fee / account holder | $25,249 | $7,114+254.9% | $6,066+316.3% | $12,309+105.1% |