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 | $367,486 | $157,256+133.7% | $141,162+160.3% | $152,861+140.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 19.31% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,478 | $5,261-33.9% | $4,735-26.5% | $4,762-27.0% |
| Participant deferral / active EE | $10,271 | $7,109+44.5% | $6,709+53.1% | $5,850+75.6% |
| Admin fee / account holder | $31,365 | $12,120+158.8% | $10,261+205.7% | $11,596+170.5% |