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 | $460,320 | $157,256+192.7% | $141,162+226.1% | $152,861+201.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.73% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $5,836 | $5,261+10.9% | $4,735+23.3% | $4,762+22.6% |
| Participant deferral / active EE | $11,616 | $7,109+63.4% | $6,709+73.1% | $5,850+98.6% |
| Admin fee / account holder | $2,166 | $12,120-82.1% | $10,261-78.9% | $11,596-81.3% |