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 | $279,007 | $165,335+68.8% | $149,696+86.4% | $158,922+75.6% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 15.82% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,483 | $5,103-51.3% | $4,644-46.5% | $4,761-47.9% |
| Participant deferral / active EE | $4,502 | $7,181-37.3% | $6,842-34.2% | $5,982-24.7% |
| Admin fee / account holder | $7,064 | $10,807-34.6% | $9,309-24.1% | $11,246-37.2% |