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 | $292,329 | $133,922+118.3% | $116,228+151.5% | $142,382+105.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 17.68% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,121 | $3,446-38.4% | $2,994-29.2% | $4,299-50.7% |
| Participant deferral / active EE | $5,266 | $5,672-7.2% | $4,953+6.3% | $6,507-19.1% |
| Admin fee / account holder | $3,835 | $14,945-74.3% | $11,989-68.0% | $12,624-69.6% |