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 | $293,508 | $127,065+131.0% | $113,168+159.4% | $142,382+106.1% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 15.16% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,305 | $3,442-4.0% | $2,975+11.1% | $4,299-23.1% |
| Participant deferral / active EE | $10,867 | $5,716+90.1% | $5,107+112.8% | $6,507+67.0% |
| Admin fee / account holder | $16,949 | $15,736+7.7% | $12,068+40.4% | $12,624+34.3% |