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 | $275,588 | $154,117+78.8% | $129,995+112.0% | $139,434+97.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.00% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,446 | $5,289-53.8% | $4,320-43.4% | $4,751-48.5% |
| Participant deferral / active EE | $8,413 | $6,710+25.4% | $5,820+44.5% | $6,710+25.4% |
| Admin fee / account holder | $7,728 | $14,007-44.8% | $10,614-27.2% | $11,403-32.2% |