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 | $310,263 | $238,490+30.1% | $180,183+72.2% | $142,382+117.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.21% | 33.56%-19.3pp | 27.86%-13.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,799 | $6,143-70.7% | $5,039-64.3% | $4,299-58.2% |
| Participant deferral / active EE | $9,849 | $7,996+23.2% | $6,822+44.4% | $6,507+51.3% |
| Admin fee / account holder | $21,754 | $28,866-24.6% | $19,975+8.9% | $12,624+72.3% |