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 | $304,869 | $162,781+87.3% | $133,956+127.6% | $158,922+91.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 10.49% | 41.94%-31.5pp | 45.09%-34.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,075 | $4,975-38.2% | $3,919-21.5% | $4,761-35.4% |
| Participant deferral / active EE | $5,762 | $5,911-2.5% | $5,048+14.2% | $5,982-3.7% |
| Admin fee / account holder | $46,636 | $11,736+297.4% | $8,927+422.4% | $11,246+314.7% |