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 | $383,713 | $114,381+235.5% | $107,525+256.9% | $142,382+169.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 12.33% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,960 | $4,015-26.3% | $3,754-21.1% | $4,299-31.1% |
| Participant deferral / active EE | $3,689 | $5,564-33.7% | $5,116-27.9% | $6,507-43.3% |
| Admin fee / account holder | $4,765 | $9,860-51.7% | $8,919-46.6% | $12,624-62.3% |