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 | $308,263 | $132,634+132.4% | $115,768+166.3% | $137,256+124.6% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.4%+4.2pp | 80.0%-1.4pp |
| Annual return | 15.50% | 160.70%-145.2pp | 100.46%-85.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,366 | $3,360-29.6% | $2,940-19.5% | $4,156-43.1% |
| Participant deferral / active EE | $7,843 | $5,619+39.6% | $4,917+59.5% | $6,407+22.4% |
| Admin fee / account holder | $5,204 | $15,028-65.4% | $12,439-58.2% | $12,270-57.6% |