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 | $251,187 | $115,882+116.8% | $100,516+149.9% | $158,922+58.1% |
| Participation rate | 72.7% | 81.6%-8.8pp | 79.4%-6.7pp | 82.0%-9.2pp |
| Annual return | 21.43% | 34.79%-13.4pp | 30.89%-9.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $5,594 | $4,103+36.3% | $3,418+63.7% | $4,761+17.5% |
| Participant deferral / active EE | $10,271 | $6,674+53.9% | $6,270+63.8% | $5,982+71.7% |
| Admin fee / account holder | $1,199 | $10,995-89.1% | $8,081-85.2% | $11,246-89.3% |