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 | $368,382 | $179,726+105.0% | $156,263+135.7% | $142,382+158.7% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 16.49% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,763 | $5,069-45.5% | $4,333-36.2% | $4,299-35.7% |
| Participant deferral / active EE | $7,595 | $6,956+9.2% | $6,158+23.3% | $6,507+16.7% |
| Admin fee / account holder | $3,586 | $17,272-79.2% | $14,255-74.8% | $12,624-71.6% |