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 | $345,752 | $153,772+124.8% | $133,980+158.1% | $273,961+26.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 10.19% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,998 | $6,029-66.9% | $5,211-61.7% | $4,869-59.0% |
| Participant deferral / active EE | $8,732 | $6,958+25.5% | $6,282+39.0% | $5,287+65.2% |
| Admin fee / account holder | $27,181 | $11,765+131.0% | $9,324+191.5% | $10,132+168.3% |