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 | $271,047 | $91,552+196.1% | $133,956+102.3% | $79,858+239.4% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 24.20% | 61.85%-37.7pp | 45.09%-20.9pp | 31.71%-7.5pp |
| Employer contribution / active EE | $2,299 | $2,384-3.6% | $3,919-41.3% | $2,471-7.0% |
| Participant deferral / active EE | $3,199 | $3,733-14.3% | $5,048-36.6% | $3,740-14.5% |
| Admin fee / account holder | $13,118 | $6,321+107.5% | $8,927+46.9% | $5,306+147.2% |