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 | $334,423 | $157,256+112.7% | $141,162+136.9% | $152,861+118.8% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 20.04% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,745 | $5,261-47.8% | $4,735-42.0% | $4,762-42.4% |
| Participant deferral / active EE | $17,724 | $7,109+149.3% | $6,709+164.2% | $5,850+203.0% |
| Admin fee / account holder | $3,840 | $12,120-68.3% | $10,261-62.6% | $11,596-66.9% |