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 | $292,686 | $201,259+45.4% | $184,200+58.9% | $145,959+100.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 15.61% | 28.98%-13.4pp | 28.80%-13.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $3,177 | $7,018-54.7% | $6,424-50.5% | $4,661-31.8% |
| Participant deferral / active EE | $12,311 | $9,806+25.5% | $9,132+34.8% | $6,689+84.1% |
| Admin fee / account holder | $9,211 | $16,372-43.7% | $13,907-33.8% | $13,398-31.2% |