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 | $264,213 | $154,228+71.3% | $145,433+81.7% | $137,256+92.5% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 24.60% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,591 | $4,804-46.1% | $4,554-43.1% | $4,156-37.7% |
| Participant deferral / active EE | $10,815 | $8,216+31.6% | $7,897+36.9% | $6,407+68.8% |
| Admin fee / account holder | $2,806 | $14,344-80.4% | $13,129-78.6% | $12,270-77.1% |