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 | $311,046 | $149,734+107.7% | $118,925+161.5% | $158,922+95.7% |
| Participation rate | 81.8% | 82.1%-0.3pp | 75.4%+6.4pp | 82.0%-0.1pp |
| Annual return | 9.02% | 19.95%-10.9pp | 35.88%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $5,386 | $4,115+30.9% | $3,263+65.1% | $4,761+13.1% |
| Participant deferral / active EE | $4,699 | $5,223-10.0% | $4,265+10.2% | $5,982-21.4% |
| Admin fee / account holder | $47,334 | $8,603+450.2% | $6,581+619.3% | $11,246+320.9% |