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 | $288,676 | $116,175+148.5% | $93,606+208.4% | $152,861+88.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 22.33% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,756 | $3,218-45.4% | $2,718-35.4% | $4,762-63.1% |
| Participant deferral / active EE | $12,078 | $4,603+162.4% | $4,069+196.8% | $5,850+106.5% |
| Admin fee / account holder | $10,335 | $10,748-3.8% | $7,888+31.0% | $11,596-10.9% |