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 | $330,486 | $111,724+195.8% | $93,606+253.1% | $145,922+126.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 16.23% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,129 | $3,090-31.1% | $2,420-12.0% | $4,660-54.3% |
| Participant deferral / active EE | $9,608 | $4,912+95.6% | $4,411+117.8% | $6,688+43.7% |
| Admin fee / account holder | $2,099 | $10,250-79.5% | $8,285-74.7% | $13,397-84.3% |