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 | $273,144 | $159,602+71.1% | $150,045+82.0% | $142,382+91.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.87% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,975 | $4,961-19.9% | $4,693-15.3% | $4,299-7.5% |
| Participant deferral / active EE | $6,995 | $8,310-15.8% | $7,997-12.5% | $6,507+7.5% |
| Admin fee / account holder | $376 | $14,846-97.5% | $13,435-97.2% | $12,624-97.0% |