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 | $302,541 | $125,758+140.6% | $169,993+78.0% | $75,163+302.5% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.0%+6.9pp | 67.2%+26.7pp |
| Annual return | 17.06% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,952 | $4,615+29.0% | $6,785-12.3% | $2,670+122.9% |
| Participant deferral / active EE | $16,727 | $6,837+144.6% | $10,408+60.7% | $4,125+305.5% |
| Admin fee / account holder | $8,695 | $8,173+6.4% | $12,815-32.2% | $5,651+53.9% |