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 | $308,560 | $209,411+47.3% | $178,490+72.9% | $158,922+94.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.92% | 188.75%-178.8pp | 151.07%-141.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,216 | $5,706-26.1% | $5,011-15.9% | $4,761-11.5% |
| Participant deferral / active EE | $10,212 | $5,954+71.5% | $5,202+96.3% | $5,982+70.7% |
| Admin fee / account holder | $3,074 | $17,074-82.0% | $13,984-78.0% | $11,246-72.7% |