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 | $294,877 | $108,172+172.6% | $77,482+280.6% | $158,922+85.5% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 10.32% | 31.67%-21.4pp | 54.79%-44.5pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,001 | $1,325-24.4% | $986+1.5% | $4,761-79.0% |
| Participant deferral / active EE | $2,071 | $2,456-15.7% | $1,861+11.3% | $5,982-65.4% |
| Admin fee / account holder | $3,245 | $3,708-12.5% | $2,858+13.6% | $11,246-71.1% |