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 | $287,549 | $112,096+156.5% | $95,952+199.7% | $158,922+80.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 9.97% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,852 | $3,198-42.1% | $2,541-27.1% | $4,761-61.1% |
| Participant deferral / active EE | $4,540 | $4,784-5.1% | $4,167+9.0% | $5,982-24.1% |
| Admin fee / account holder | $6,341 | $10,130-37.4% | $6,795-6.7% | $11,246-43.6% |