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 | $263,534 | $172,111+53.1% | $150,298+75.3% | $137,256+92.0% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 17.36% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,415 | $4,636-26.3% | $4,154-17.8% | $4,156-17.8% |
| Participant deferral / active EE | $3,637 | $6,166-41.0% | $5,453-33.3% | $6,407-43.2% |
| Admin fee / account holder | $2,139 | $16,471-87.0% | $14,116-84.8% | $12,270-82.6% |