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 | $274,798 | $117,841+133.2% | $102,423+168.3% | $145,922+88.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.98% | 31.65%-19.7pp | 29.32%-17.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,977 | $3,615+10.0% | $3,023+31.5% | $4,660-14.7% |
| Participant deferral / active EE | $9,138 | $5,731+59.5% | $5,053+80.8% | $6,688+36.6% |
| Admin fee / account holder | $6,723 | $13,326-49.6% | $9,451-28.9% | $13,397-49.8% |