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 | $339,759 | $157,256+116.1% | $141,162+140.7% | $152,861+122.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.44% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $19,845 | $5,261+277.2% | $4,735+319.1% | $4,762+316.7% |
| Participant deferral / active EE | $10,690 | $7,109+50.4% | $6,709+59.3% | $5,850+82.7% |
| Admin fee / account holder | $7,882 | $12,120-35.0% | $10,261-23.2% | $11,596-32.0% |