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 | $405,475 | $106,584+280.4% | $101,326+300.2% | $142,382+184.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 14.97% | 36.93%-22.0pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,018 | $3,956-49.0% | $3,665-44.9% | $4,299-53.1% |
| Participant deferral / active EE | $6,205 | $8,297-25.2% | $7,994-22.4% | $6,507-4.6% |
| Admin fee / account holder | $35,672 | $11,446+211.7% | $11,185+218.9% | $12,624+182.6% |