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 | $331,935 | $114,381+190.2% | $107,525+208.7% | $142,382+133.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 15.02% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,238 | $4,015-19.3% | $3,754-13.7% | $4,299-24.7% |
| Participant deferral / active EE | $7,008 | $5,564+25.9% | $5,116+37.0% | $6,507+7.7% |
| Admin fee / account holder | $52,240 | $9,860+429.8% | $8,919+485.7% | $12,624+313.8% |