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 | $377,971 | $162,781+132.2% | $133,956+182.2% | $158,922+137.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 15.80% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $10,818 | $4,975+117.4% | $3,919+176.1% | $4,761+127.2% |
| Participant deferral / active EE | $10,252 | $5,911+73.4% | $5,048+103.1% | $5,982+71.4% |
| Admin fee / account holder | $12,753 | $11,736+8.7% | $8,927+42.9% | $11,246+13.4% |