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 | $260,799 | $135,952+91.8% | $123,892+110.5% | $273,961-4.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,495 | $5,170-32.4% | $4,617-24.3% | $4,869-28.2% |
| Participant deferral / active EE | $8,800 | $6,343+38.7% | $5,984+47.1% | $5,287+66.4% |
| Admin fee / account holder | $1,645 | $9,817-83.2% | $8,357-80.3% | $10,132-83.8% |