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 | $311,071 | $214,378+45.1% | $200,582+55.1% | $142,382+118.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 18.34% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,869 | $6,841-58.1% | $6,419-55.3% | $4,299-33.3% |
| Participant deferral / active EE | $10,417 | $9,865+5.6% | $9,331+11.6% | $6,507+60.1% |
| Admin fee / account holder | $2,817 | $17,692-84.1% | $16,305-82.7% | $12,624-77.7% |