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 | $268,570 | $116,175+131.2% | $93,606+186.9% | $152,861+75.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 9.63% | 35.96%-26.3pp | 32.76%-23.1pp | 345.32%-335.7pp |
| Employer contribution / active EE | $3,967 | $3,218+23.3% | $2,718+46.0% | $4,762-16.7% |
| Participant deferral / active EE | $6,938 | $4,603+50.7% | $4,069+70.5% | $5,850+18.6% |
| Admin fee / account holder | $3,013 | $10,748-72.0% | $7,888-61.8% | $11,596-74.0% |