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 | $291,416 | $209,336+39.2% | $197,124+47.8% | $137,256+112.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.37% | 48.09%-25.7pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,288 | $6,591-34.9% | $6,227-31.1% | $4,156+3.2% |
| Participant deferral / active EE | $9,136 | $9,614-5.0% | $9,1350% | $6,407+42.6% |
| Admin fee / account holder | $492 | $17,308-97.2% | $16,298-97.0% | $12,270-96.0% |