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 | $307,178 | $127,065+141.7% | $113,168+171.4% | $142,382+115.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 19.38% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,976 | $3,442+73.6% | $2,975+100.8% | $4,299+39.0% |
| Participant deferral / active EE | $16,759 | $5,716+193.2% | $5,107+228.2% | $6,507+157.5% |
| Admin fee / account holder | $4,000 | $15,736-74.6% | $12,068-66.9% | $12,624-68.3% |