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 | $340,302 | $238,490+42.7% | $180,183+88.9% | $142,382+139.0% |
| Participation rate | 95.5% | 82.3%+13.2pp | 77.4%+18.0pp | 80.1%+15.3pp |
| Annual return | 12.30% | 33.56%-21.3pp | 27.86%-15.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,631 | $6,143-8.3% | $5,039+11.7% | $4,299+31.0% |
| Participant deferral / active EE | $11,799 | $7,996+47.6% | $6,822+72.9% | $6,507+81.3% |
| Admin fee / account holder | $5,662 | $28,866-80.4% | $19,975-71.7% | $12,624-55.1% |