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 | $289,252 | $117,983+145.2% | $101,794+184.2% | $142,382+103.2% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 16.07% | 36.92%-20.8pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,862 | $2,773-32.8% | $2,289-18.6% | $4,299-56.7% |
| Participant deferral / active EE | $4,965 | $4,714+5.3% | $4,084+21.6% | $6,507-23.7% |
| Admin fee / account holder | $2,351 | $10,433-77.5% | $8,777-73.2% | $12,624-81.4% |