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 | $354,549 | $135,952+160.8% | $123,892+186.2% | $273,961+29.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 9.43% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,295 | $5,170-36.3% | $4,617-28.6% | $4,869-32.3% |
| Participant deferral / active EE | $10,143 | $6,343+59.9% | $5,984+69.5% | $5,287+91.8% |
| Admin fee / account holder | $6,102 | $9,817-37.8% | $8,357-27.0% | $10,132-39.8% |