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 | $263,767 | $154,117+71.1% | $129,995+102.9% | $139,434+89.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 17.59% | 32.48%-14.9pp | -137.18%+154.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,190 | $5,289-39.7% | $4,320-26.2% | $4,751-32.9% |
| Participant deferral / active EE | $8,307 | $6,710+23.8% | $5,820+42.7% | $6,710+23.8% |
| Admin fee / account holder | $4,816 | $14,007-65.6% | $10,614-54.6% | $11,403-57.8% |