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 | $250,795 | $175,202+43.1% | $149,673+67.6% | $139,434+79.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.44% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,996 | $5,474-63.5% | $4,818-58.6% | $4,751-58.0% |
| Participant deferral / active EE | $5,213 | $6,519-20.0% | $5,680-8.2% | $6,710-22.3% |
| Admin fee / account holder | $2,528 | $16,150-84.3% | $13,210-80.9% | $11,403-77.8% |