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 | $372,708 | $152,587+144.3% | $125,175+197.7% | $152,861+143.8% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 11.57% | 54.84%-43.3pp | 43.79%-32.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $3,063 | $4,946-38.1% | $3,865-20.8% | $4,762-35.7% |
| Participant deferral / active EE | $8,167 | $5,868+39.2% | $4,937+65.4% | $5,850+39.6% |
| Admin fee / account holder | $76,657 | $13,434+470.6% | $9,702+690.1% | $11,596+561.0% |