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 | $298,252 | $201,272+48.2% | $184,203+61.9% | $145,922+104.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 13.30% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,563 | $7,022-63.5% | $6,427-60.1% | $4,660-45.0% |
| Participant deferral / active EE | $6,559 | $9,806-33.1% | $9,131-28.2% | $6,688-1.9% |
| Admin fee / account holder | $9,174 | $16,364-43.9% | $13,901-34.0% | $13,397-31.5% |