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 | $357,515 | $209,336+70.8% | $197,124+81.4% | $137,256+160.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 14.67% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $15,484 | $6,591+134.9% | $6,227+148.6% | $4,156+272.6% |
| Participant deferral / active EE | $7,754 | $9,614-19.3% | $9,135-15.1% | $6,407+21.0% |
| Admin fee / account holder | $2,333 | $17,308-86.5% | $16,298-85.7% | $12,270-81.0% |