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 | $371,055 | $114,381+224.4% | $107,525+245.1% | $142,382+160.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.22% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,230 | $4,015-69.4% | $3,754-67.2% | $4,299-71.4% |
| Participant deferral / active EE | $2,460 | $5,564-55.8% | $5,116-51.9% | $6,507-62.2% |
| Admin fee / account holder | $12,078 | $9,860+22.5% | $8,919+35.4% | $12,624-4.3% |