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 | $273,301 | $162,781+67.9% | $133,956+104.0% | $158,922+72.0% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 10.11% | 41.94%-31.8pp | 45.09%-35.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,668 | $4,975-6.2% | $3,919+19.1% | $4,761-2.0% |
| Participant deferral / active EE | $8,567 | $5,911+44.9% | $5,048+69.7% | $5,982+43.2% |
| Admin fee / account holder | $41,806 | $11,736+256.2% | $8,927+368.3% | $11,246+271.8% |