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 | $261,962 | $117,841+122.3% | $102,423+155.8% | $145,922+79.5% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 15.97% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,277 | $3,615-9.3% | $3,023+8.4% | $4,660-29.7% |
| Participant deferral / active EE | $10,120 | $5,731+76.6% | $5,053+100.3% | $6,688+51.3% |
| Admin fee / account holder | $30,169 | $13,326+126.4% | $9,451+219.2% | $13,397+125.2% |