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 | $283,823 | $114,381+148.1% | $107,525+164.0% | $142,382+99.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.27% | 242.71%-228.4pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,059 | $4,015-48.7% | $3,754-45.2% | $4,299-52.1% |
| Participant deferral / active EE | $5,702 | $5,564+2.5% | $5,116+11.5% | $6,507-12.4% |
| Admin fee / account holder | $22,312 | $9,860+126.3% | $8,919+150.2% | $12,624+76.7% |