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 | $277,431 | $175,202+58.3% | $149,673+85.4% | $139,434+99.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 24.15% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $15,015 | $5,474+174.3% | $4,818+211.7% | $4,751+216.0% |
| Participant deferral / active EE | $15,790 | $6,519+142.2% | $5,680+178.0% | $6,710+135.3% |
| Admin fee / account holder | $9,638 | $16,150-40.3% | $13,210-27.0% | $11,403-15.5% |