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 | $253,673 | $192,717+31.6% | $142,449+78.1% | $139,434+81.9% |
| Participation rate | 77.8% | 81.5%-3.7pp | 76.8%+1.0pp | 80.3%-2.5pp |
| Annual return | 12.93% | 17.99%-5.1pp | 19.99%-7.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,937 | $5,806-66.6% | $4,847-60.0% | $4,751-59.2% |
| Participant deferral / active EE | $4,264 | $7,208-40.8% | $6,283-32.1% | $6,710-36.5% |
| Admin fee / account holder | $30,559 | $15,124+102.1% | $10,011+205.3% | $11,403+168.0% |