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 | $347,454 | $201,272+72.6% | $184,203+88.6% | $145,922+138.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 15.30% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,857 | $7,022-59.3% | $6,427-55.5% | $4,660-38.7% |
| Participant deferral / active EE | $6,237 | $9,806-36.4% | $9,131-31.7% | $6,688-6.7% |
| Admin fee / account holder | $358 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |