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 | $300,668 | $197,591+52.2% | $177,821+69.1% | $158,922+89.2% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 15.35% | 58.76%-43.4pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,058 | $6,697-54.3% | $5,918-48.3% | $4,761-35.8% |
| Participant deferral / active EE | $9,492 | $8,405+12.9% | $7,714+23.1% | $5,982+58.7% |
| Admin fee / account holder | $1,011 | $15,399-93.4% | $12,427-91.9% | $11,246-91.0% |