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 | $309,118 | $165,984+86.2% | $164,813+87.6% | $145,922+111.8% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 15.83% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,883 | $5,273-45.3% | $4,341-33.6% | $4,660-38.1% |
| Participant deferral / active EE | $7,465 | $6,959+7.3% | $6,031+23.8% | $6,688+11.6% |
| Admin fee / account holder | $2,681 | $16,648-83.9% | $12,690-78.9% | $13,397-80.0% |