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 | $259,865 | $175,202+48.3% | $149,673+73.6% | $139,434+86.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.43% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,492 | $5,474-54.5% | $4,818-48.3% | $4,751-47.5% |
| Participant deferral / active EE | $7,231 | $6,519+10.9% | $5,680+27.3% | $6,710+7.8% |
| Admin fee / account holder | $9,300 | $16,150-42.4% | $13,210-29.6% | $11,403-18.4% |