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 | $275,777 | $162,781+69.4% | $133,956+105.9% | $158,922+73.5% |
| Participation rate | 78.9% | 83.2%-4.3pp | 79.8%-0.9pp | 82.0%-3.0pp |
| Annual return | 8.13% | 41.94%-33.8pp | 45.09%-37.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $9,051 | $4,975+81.9% | $3,919+131.0% | $4,761+90.1% |
| Participant deferral / active EE | $8,445 | $5,911+42.9% | $5,048+67.3% | $5,982+41.2% |
| Admin fee / account holder | $3,503 | $11,736-70.2% | $8,927-60.8% | $11,246-68.8% |