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 | $255,346 | $111,754+128.5% | $103,333+147.1% | $145,922+75.0% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.4pp |
| Annual return | 13.08% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,348 | $4,212-44.3% | $3,868-39.3% | $4,660-49.6% |
| Participant deferral / active EE | $6,242 | $5,619+11.1% | $5,057+23.4% | $6,688-6.7% |
| Admin fee / account holder | $4,656 | $9,750-52.2% | $8,355-44.3% | $13,397-65.2% |