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 | $264,250 | $132,634+99.2% | $115,768+128.3% | $137,256+92.5% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.4%+6.9pp | 80.0%+1.3pp |
| Annual return | 16.93% | 160.70%-143.8pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,755 | $3,360-47.8% | $2,940-40.3% | $4,156-57.8% |
| Participant deferral / active EE | $7,156 | $5,619+27.4% | $4,917+45.5% | $6,407+11.7% |
| Admin fee / account holder | $1,984 | $15,028-86.8% | $12,439-84.1% | $12,270-83.8% |