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 | $263,596 | $179,726+46.7% | $156,263+68.7% | $142,382+85.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 17.56% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,828 | $5,069-44.2% | $4,333-34.7% | $4,299-34.2% |
| Participant deferral / active EE | $4,223 | $6,956-39.3% | $6,158-31.4% | $6,507-35.1% |
| Admin fee / account holder | $1,118 | $17,272-93.5% | $14,255-92.2% | $12,624-91.1% |