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 | $368,583 | $179,726+105.1% | $156,263+135.9% | $142,382+158.9% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 14.27% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,160 | $5,069-57.4% | $4,333-50.2% | $4,299-49.8% |
| Participant deferral / active EE | $8,258 | $6,956+18.7% | $6,158+34.1% | $6,507+26.9% |
| Admin fee / account holder | $2,083 | $17,272-87.9% | $14,255-85.4% | $12,624-83.5% |