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 | $310,252 | $228,332+35.9% | $185,823+67.0% | $158,922+95.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 14.18% | 40.80%-26.6pp | 35.95%-21.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,910 | $4,967-61.5% | $4,087-53.3% | $4,761-59.9% |
| Participant deferral / active EE | $8,656 | $6,415+34.9% | $5,632+53.7% | $5,982+44.7% |
| Admin fee / account holder | $1,964 | $11,864-83.4% | $9,500-79.3% | $11,246-82.5% |