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 | $270,340 | $154,228+75.3% | $145,433+85.9% | $137,256+97.0% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,424 | $4,804-28.7% | $4,554-24.8% | $4,156-17.6% |
| Participant deferral / active EE | $7,958 | $8,216-3.1% | $7,897+0.8% | $6,407+24.2% |
| Admin fee / account holder | $12,892 | $14,344-10.1% | $13,129-1.8% | $12,270+5.1% |