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 | $348,310 | $197,591+76.3% | $177,821+95.9% | $158,922+119.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.22% | 58.76%-50.5pp | 48.32%-40.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $4,167 | $6,697-37.8% | $5,918-29.6% | $4,761-12.5% |
| Participant deferral / active EE | $7,027 | $8,405-16.4% | $7,714-8.9% | $5,982+17.5% |
| Admin fee / account holder | $10,701 | $15,399-30.5% | $12,427-13.9% | $11,246-4.8% |