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 | $265,685 | $154,117+72.4% | $129,995+104.4% | $139,434+90.5% |
| Participation rate | 78.9% | 82.0%-3.0pp | 78.5%+0.5pp | 80.3%-1.4pp |
| Annual return | 19.25% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,413 | $5,289-16.6% | $4,320+2.2% | $4,751-7.1% |
| Participant deferral / active EE | $17,805 | $6,710+165.3% | $5,820+205.9% | $6,710+165.3% |
| Admin fee / account holder | $406 | $14,007-97.1% | $10,614-96.2% | $11,403-96.4% |