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 | $297,875 | $159,602+86.6% | $150,045+98.5% | $142,382+109.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 15.72% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,315 | $4,961-13.0% | $4,693-8.1% | $4,299+0.4% |
| Participant deferral / active EE | $10,467 | $8,310+26.0% | $7,997+30.9% | $6,507+60.8% |
| Admin fee / account holder | $7,343 | $14,846-50.5% | $13,435-45.3% | $12,624-41.8% |