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 | $299,673 | $111,754+168.2% | $103,333+190.0% | $145,922+105.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 10.37% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,631 | $4,212-37.6% | $3,868-32.0% | $4,660-43.5% |
| Participant deferral / active EE | $11,422 | $5,619+103.3% | $5,057+125.9% | $6,688+70.8% |
| Admin fee / account holder | $1,111 | $9,750-88.6% | $8,355-86.7% | $13,397-91.7% |