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 | $326,343 | $124,425+162.3% | $112,040+191.3% | $137,256+137.8% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 15.24% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,763 | $3,411-19.0% | $2,954-6.5% | $4,156-33.5% |
| Participant deferral / active EE | $10,155 | $5,718+77.6% | $5,098+99.2% | $6,407+58.5% |
| Admin fee / account holder | $5,808 | $15,207-61.8% | $12,098-52.0% | $12,270-52.7% |