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 | $254,798 | $197,591+29.0% | $177,821+43.3% | $158,922+60.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 8.36% | 58.76%-50.4pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,429 | $6,697-48.8% | $5,918-42.1% | $4,761-28.0% |
| Participant deferral / active EE | $4,643 | $8,405-44.8% | $7,714-39.8% | $5,982-22.4% |
| Admin fee / account holder | $5,015 | $15,399-67.4% | $12,427-59.6% | $11,246-55.4% |