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 | $405,384 | $152,587+165.7% | $125,175+223.9% | $152,861+165.2% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 24.75% | 54.84%-30.1pp | 43.79%-19.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,653 | $4,946-26.1% | $3,865-5.5% | $4,762-23.3% |
| Participant deferral / active EE | $4,163 | $5,868-29.0% | $4,937-15.7% | $5,850-28.8% |
| Admin fee / account holder | $14,503 | $13,434+8.0% | $9,702+49.5% | $11,596+25.1% |