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 | $256,475 | $179,726+42.7% | $156,263+64.1% | $142,382+80.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 18.55% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,937 | $5,069-42.1% | $4,333-32.2% | $4,299-31.7% |
| Participant deferral / active EE | $11,011 | $6,956+58.3% | $6,158+78.8% | $6,507+69.2% |
| Admin fee / account holder | $1,575 | $17,272-90.9% | $14,255-89.0% | $12,624-87.5% |