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 | $284,292 | $153,311+85.4% | $109,313+160.1% | $273,961+3.8% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | 2.31% | 29.86%-27.6pp | 22.07%-19.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $3,186 | $5,619-43.3% | $3,892-18.1% | $4,869-34.6% |
| Participant deferral / active EE | $6,372 | $3,932+62.1% | $3,166+101.2% | $5,287+20.5% |
| Admin fee / account holder | $78,832 | $8,076+876.2% | $5,666+1291.2% | $10,132+678.1% |