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 | $300,183 | $127,065+136.2% | $113,168+165.3% | $142,382+110.8% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 14.75% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,575 | $3,442+3.9% | $2,975+20.2% | $4,299-16.8% |
| Participant deferral / active EE | $10,832 | $5,716+89.5% | $5,107+112.1% | $6,507+66.5% |
| Admin fee / account holder | $3,096 | $15,736-80.3% | $12,068-74.3% | $12,624-75.5% |