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 | $272,718 | $209,411+30.2% | $178,490+52.8% | $158,922+71.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.57% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,814 | $5,706-33.2% | $5,011-23.9% | $4,761-19.9% |
| Participant deferral / active EE | $7,959 | $5,954+33.7% | $5,202+53.0% | $5,982+33.0% |
| Admin fee / account holder | $697 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |