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 | $394,024 | $185,822+112.0% | $169,993+131.8% | $139,434+182.6% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 19.68% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,315 | $7,590-43.2% | $6,785-36.4% | $4,751-9.2% |
| Participant deferral / active EE | $12,833 | $11,622+10.4% | $10,408+23.3% | $6,710+91.2% |
| Admin fee / account holder | $2,248 | $15,381-85.4% | $12,815-82.5% | $11,403-80.3% |