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 | $290,631 | $162,781+78.5% | $133,956+117.0% | $158,922+82.9% |
| Participation rate | 78.9% | 83.2%-4.3pp | 79.8%-0.9pp | 82.0%-3.0pp |
| Annual return | 10.91% | 41.94%-31.0pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,989 | $4,975-39.9% | $3,919-23.7% | $4,761-37.2% |
| Participant deferral / active EE | $4,027 | $5,911-31.9% | $5,048-20.2% | $5,982-32.7% |
| Admin fee / account holder | $4,591 | $11,736-60.9% | $8,927-48.6% | $11,246-59.2% |