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 | $264,576 | $117,983+124.3% | $101,794+159.9% | $142,382+85.8% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 17.97% | 36.92%-18.9pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,495 | $2,773-10.0% | $2,289+9.0% | $4,299-42.0% |
| Participant deferral / active EE | $4,584 | $4,714-2.8% | $4,084+12.2% | $6,507-29.6% |
| Admin fee / account holder | $6,526 | $10,433-37.5% | $8,777-25.6% | $12,624-48.3% |