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 | $259,690 | $183,519+41.5% | $155,509+67.0% | $145,922+78.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.16% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,076 | $5,313-60.9% | $4,672-55.6% | $4,660-55.5% |
| Participant deferral / active EE | $7,472 | $6,462+15.6% | $5,626+32.8% | $6,688+11.7% |
| Admin fee / account holder | $370 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |