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 | $267,594 | $124,319+115.2% | $111,297+140.4% | $167,490+59.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 17.21% | 37.44%-20.2pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,599 | $3,435-24.3% | $2,731-4.8% | $4,837-46.3% |
| Participant deferral / active EE | $6,265 | $5,180+20.9% | $4,487+39.6% | $6,341-1.2% |
| Admin fee / account holder | $9,367 | $10,618-11.8% | $7,964+17.6% | $12,309-23.9% |