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 | $349,661 | $117,841+196.7% | $102,423+241.4% | $145,922+139.6% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 15.03% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,449 | $3,615-32.2% | $3,023-19.0% | $4,660-47.4% |
| Participant deferral / active EE | $5,948 | $5,731+3.8% | $5,053+17.7% | $6,688-11.1% |
| Admin fee / account holder | $9,164 | $13,326-31.2% | $9,451-3.0% | $13,397-31.6% |