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 | $293,724 | $152,587+92.5% | $125,175+134.7% | $152,861+92.2% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 11.18% | 54.84%-43.7pp | 43.79%-32.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $1,058 | $4,946-78.6% | $3,865-72.6% | $4,762-77.8% |
| Participant deferral / active EE | $3,600 | $5,868-38.6% | $4,937-27.1% | $5,850-38.5% |
| Admin fee / account holder | $1,073 | $13,434-92.0% | $9,702-88.9% | $11,596-90.8% |