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 | $263,864 | $162,781+62.1% | $133,956+97.0% | $158,922+66.0% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 8.02% | 41.94%-33.9pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $5,163 | $4,975+3.8% | $3,919+31.8% | $4,761+8.4% |
| Participant deferral / active EE | $4,802 | $5,911-18.8% | $5,048-4.9% | $5,982-19.7% |
| Admin fee / account holder | $2,989 | $11,736-74.5% | $8,927-66.5% | $11,246-73.4% |