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 | $469,147 | $148,534+215.9% | $135,903+245.2% | $139,434+236.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 27.12% | 79.19%-52.1pp | 68.23%-41.1pp | 372.94%-345.8pp |
| Employer contribution / active EE | $4,621 | $5,243-11.9% | $4,856-4.8% | $4,751-2.7% |
| Participant deferral / active EE | $18,201 | $8,100+124.7% | $7,758+134.6% | $6,710+171.2% |
| Admin fee / account holder | $3,340 | $12,400-73.1% | $10,762-69.0% | $11,403-70.7% |