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 | $253,448 | $106,515+137.9% | $96,683+162.1% | $139,434+81.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 26.54% | 38.43%-11.9pp | 35.69%-9.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $4,065 | $4,103-0.9% | $3,737+8.8% | $4,751-14.4% |
| Participant deferral / active EE | $7,979 | $5,454+46.3% | $4,878+63.6% | $6,710+18.9% |
| Admin fee / account holder | $5,142 | $7,877-34.7% | $6,730-23.6% | $11,403-54.9% |