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 | $349,788 | $114,381+205.8% | $107,525+225.3% | $142,382+145.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,498 | $4,015-12.9% | $3,754-6.8% | $4,299-18.6% |
| Participant deferral / active EE | $5,393 | $5,564-3.1% | $5,116+5.4% | $6,507-17.1% |
| Admin fee / account holder | $33,962 | $9,860+244.4% | $8,919+280.8% | $12,624+169.0% |