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 | $312,116 | $185,822+68.0% | $169,993+83.6% | $139,434+123.8% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 17.23% | 60.50%-43.3pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,795 | $7,590-36.8% | $6,785-29.3% | $4,751+0.9% |
| Participant deferral / active EE | $8,325 | $11,622-28.4% | $10,408-20.0% | $6,710+24.1% |
| Admin fee / account holder | $1,383 | $15,381-91.0% | $12,815-89.2% | $11,403-87.9% |