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 | $440,249 | $238,490+84.6% | $180,183+144.3% | $142,382+209.2% |
| Participation rate | 88.9% | 82.3%+6.6pp | 77.4%+11.5pp | 80.1%+8.8pp |
| Annual return | 15.11% | 33.56%-18.4pp | 27.86%-12.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,141 | $6,143-48.9% | $5,039-37.7% | $4,299-26.9% |
| Participant deferral / active EE | $5,664 | $7,996-29.2% | $6,822-17.0% | $6,507-13.0% |
| Admin fee / account holder | $13,045 | $28,866-54.8% | $19,975-34.7% | $12,624+3.3% |