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 | $250,235 | $228,332+9.6% | $185,823+34.7% | $158,922+57.5% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 19.36% | 40.80%-21.4pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $728 | $4,967-85.3% | $4,087-82.2% | $4,761-84.7% |
| Participant deferral / active EE | $5,297 | $6,415-17.4% | $5,632-6.0% | $5,982-11.5% |
| Admin fee / account holder | $1,667 | $11,864-86.0% | $9,500-82.5% | $11,246-85.2% |