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 | $289,738 | $106,584+171.8% | $101,326+185.9% | $142,382+103.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 17.30% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,989 | $3,956-24.4% | $3,665-18.5% | $4,299-30.5% |
| Participant deferral / active EE | $3,589 | $8,297-56.7% | $7,994-55.1% | $6,507-44.8% |
| Admin fee / account holder | $16,494 | $11,446+44.1% | $11,185+47.5% | $12,624+30.7% |