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 | $501,793 | $175,202+186.4% | $149,673+235.3% | $139,434+259.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.94% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,024 | $5,474-8.2% | $4,818+4.3% | $4,751+5.7% |
| Participant deferral / active EE | $21,080 | $6,519+223.4% | $5,680+271.1% | $6,710+214.2% |
| Admin fee / account holder | $2,067 | $16,150-87.2% | $13,210-84.4% | $11,403-81.9% |