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 | $253,301 | $106,584+137.7% | $101,326+150.0% | $142,382+77.9% |
| Participation rate | 73.9% | 82.7%-8.8pp | 81.5%-7.6pp | 80.1%-6.2pp |
| Annual return | 16.21% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,546 | $3,956+40.2% | $3,665+51.3% | $4,299+29.0% |
| Participant deferral / active EE | $9,946 | $8,297+19.9% | $7,994+24.4% | $6,507+52.8% |
| Admin fee / account holder | $1,802 | $11,446-84.3% | $11,185-83.9% | $12,624-85.7% |