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 | $269,562 | $176,812+52.5% | $146,665+83.8% | $167,490+60.9% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.29% | 24.03%-11.7pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,649 | $5,160-48.7% | $4,136-36.0% | $4,837-45.2% |
| Participant deferral / active EE | $3,107 | $6,440-51.8% | $5,506-43.6% | $6,341-51.0% |
| Admin fee / account holder | $40,762 | $13,259+207.4% | $10,280+296.5% | $12,309+231.2% |