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 | $472,438 | $117,983+300.4% | $101,794+364.1% | $142,382+231.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.69% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,200 | $2,773+15.4% | $2,289+39.8% | $4,299-25.6% |
| Participant deferral / active EE | $4,821 | $4,714+2.3% | $4,084+18.0% | $6,507-25.9% |
| Admin fee / account holder | $1,038 | $10,433-90.1% | $8,777-88.2% | $12,624-91.8% |