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 | $467,315 | $179,726+160.0% | $156,263+199.1% | $142,382+228.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 13.40% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,211 | $5,069-36.7% | $4,333-25.9% | $4,299-25.3% |
| Participant deferral / active EE | $13,283 | $6,956+91.0% | $6,158+115.7% | $6,507+104.1% |
| Admin fee / account holder | $13,731 | $17,272-20.5% | $14,255-3.7% | $12,624+8.8% |