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 | $275,656 | $90,348+205.1% | $75,972+262.8% | $145,922+88.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 15.77% | 620.88%-605.1pp | 359.55%-343.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,166 | $3,311-34.6% | $2,685-19.3% | $4,660-53.5% |
| Participant deferral / active EE | $10,565 | $5,162+104.7% | $4,255+148.3% | $6,688+58.0% |
| Admin fee / account holder | $26,613 | $8,467+214.3% | $6,467+311.5% | $13,397+98.6% |