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 | $254,167 | $154,228+64.8% | $145,433+74.8% | $137,256+85.2% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 12.81% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,413 | $4,804-49.8% | $4,554-47.0% | $4,156-41.9% |
| Participant deferral / active EE | $7,834 | $8,216-4.7% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $10,643 | $14,344-25.8% | $13,129-18.9% | $12,270-13.3% |