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 | $370,842 | $157,256+135.8% | $141,162+162.7% | $152,861+142.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 25.90% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,269 | $5,261-56.9% | $4,735-52.1% | $4,762-52.4% |
| Participant deferral / active EE | $7,000 | $7,109-1.5% | $6,709+4.3% | $5,850+19.7% |
| Admin fee / account holder | $5,445 | $12,120-55.1% | $10,261-46.9% | $11,596-53.0% |