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 | $268,458 | $114,381+134.7% | $107,525+149.7% | $142,382+88.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 13.00% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,240 | $4,015-44.2% | $3,754-40.3% | $4,299-47.9% |
| Participant deferral / active EE | $8,599 | $5,564+54.5% | $5,116+68.1% | $6,507+32.1% |
| Admin fee / account holder | $4,166 | $9,860-57.8% | $8,919-53.3% | $12,624-67.0% |