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 | $307,929 | $133,922+129.9% | $116,228+164.9% | $142,382+116.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 13.45% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,594 | $3,446-53.7% | $2,994-46.8% | $4,299-62.9% |
| Participant deferral / active EE | $7,335 | $5,672+29.3% | $4,953+48.1% | $6,507+12.7% |
| Admin fee / account holder | $61,753 | $14,945+313.2% | $11,989+415.1% | $12,624+389.2% |