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 | $374,625 | $755,339-50.4% | $379,746-1.3% | $158,922+135.7% |
| Participation rate | 75.0% | 81.8%-6.8pp | 78.4%-3.4pp | 82.0%-7.0pp |
| Annual return | 16.84% | 53.41%-36.6pp | 34.90%-18.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,011 | $4,685+28.3% | $3,540+69.8% | $4,761+26.2% |
| Participant deferral / active EE | $13,013 | $7,938+63.9% | $6,024+116.0% | $5,982+117.5% |
| Admin fee / account holder | $4,975 | $14,482-65.6% | $7,927-37.2% | $11,246-55.8% |