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 | $366,990 | $117,983+211.1% | $101,794+260.5% | $142,382+157.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 13.75% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,146 | $2,773+85.6% | $2,289+124.8% | $4,299+19.7% |
| Participant deferral / active EE | $8,867 | $4,714+88.1% | $4,084+117.1% | $6,507+36.3% |
| Admin fee / account holder | $4,103 | $10,433-60.7% | $8,777-53.3% | $12,624-67.5% |