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 | $469,822 | $162,781+188.6% | $133,956+250.7% | $158,922+195.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 13.98% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,638 | $4,975-47.0% | $3,919-32.7% | $4,761-44.6% |
| Participant deferral / active EE | $9,441 | $5,911+59.7% | $5,048+87.0% | $5,982+57.8% |
| Admin fee / account holder | $73,705 | $11,736+528.0% | $8,927+725.6% | $11,246+555.4% |