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 | $279,017 | $111,754+149.7% | $103,333+170.0% | $145,922+91.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 16.33% | 24.77%-8.4pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,546 | $4,212+7.9% | $3,868+17.5% | $4,660-2.4% |
| Participant deferral / active EE | $10,045 | $5,619+78.8% | $5,057+98.6% | $6,688+50.2% |
| Admin fee / account holder | $11,034 | $9,750+13.2% | $8,355+32.1% | $13,397-17.6% |