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 | $380,580 | $162,781+133.8% | $133,956+184.1% | $158,922+139.5% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 29.50% | 41.94%-12.4pp | 45.09%-15.6pp | 302.83%-273.3pp |
| Employer contribution / active EE | $3,374 | $4,975-32.2% | $3,919-13.9% | $4,761-29.1% |
| Participant deferral / active EE | $7,425 | $5,911+25.6% | $5,048+47.1% | $5,982+24.1% |
| Admin fee / account holder | $946 | $11,736-91.9% | $8,927-89.4% | $11,246-91.6% |