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 | $263,332 | $127,065+107.2% | $113,168+132.7% | $142,382+84.9% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 16.06% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,907 | $3,442+42.6% | $2,975+64.9% | $4,299+14.1% |
| Participant deferral / active EE | $9,069 | $5,716+58.7% | $5,107+77.6% | $6,507+39.4% |
| Admin fee / account holder | $4,255 | $15,736-73.0% | $12,068-64.7% | $12,624-66.3% |