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 | $329,815 | $177,572+85.7% | $154,803+113.1% | $142,382+131.6% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 11.70% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,954 | $4,810-59.4% | $4,305-54.6% | $4,299-54.5% |
| Participant deferral / active EE | $4,987 | $6,272-20.5% | $5,540-10.0% | $6,507-23.4% |
| Admin fee / account holder | $176,399 | $16,786+950.9% | $14,329+1131.1% | $12,624+1297.4% |