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 | $254,681 | $152,587+66.9% | $125,175+103.5% | $152,861+66.6% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 18.37% | 54.84%-36.5pp | 43.79%-25.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $5,147 | $4,946+4.1% | $3,865+33.1% | $4,762+8.1% |
| Participant deferral / active EE | $6,260 | $5,868+6.7% | $4,937+26.8% | $5,850+7.0% |
| Admin fee / account holder | $2,151 | $13,434-84.0% | $9,702-77.8% | $11,596-81.4% |