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 | $317,962 | $89,753+254.3% | $107,525+195.7% | $84,808+274.9% |
| Participation rate | 74.2% | 68.1%+6.2pp | 75.1%-0.8pp | 68.3%+5.9pp |
| Annual return | 17.12% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,810 | $3,113-41.9% | $3,754-51.8% | $2,631-31.2% |
| Participant deferral / active EE | $11,593 | $4,056+185.8% | $5,116+126.6% | $4,212+175.3% |
| Admin fee / account holder | $26,790 | $7,222+270.9% | $8,919+200.4% | $7,344+264.8% |