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 | $373,658 | $179,726+107.9% | $156,263+139.1% | $142,382+162.4% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 14.59% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,530 | $5,069-30.4% | $4,333-18.5% | $4,299-17.9% |
| Participant deferral / active EE | $9,008 | $6,956+29.5% | $6,158+46.3% | $6,507+38.4% |
| Admin fee / account holder | $1,915 | $17,272-88.9% | $14,255-86.6% | $12,624-84.8% |