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 | $534,522 | $159,602+234.9% | $150,045+256.2% | $142,382+275.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.06% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,134 | $4,961-36.8% | $4,693-33.2% | $4,299-27.1% |
| Participant deferral / active EE | $6,668 | $8,310-19.8% | $7,997-16.6% | $6,507+2.5% |
| Admin fee / account holder | $27,008 | $14,846+81.9% | $13,435+101.0% | $12,624+113.9% |