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 | $316,065 | $180,028+75.6% | $138,135+128.8% | $158,922+98.9% |
| Participation rate | 88.9% | 82.2%+6.7pp | 78.7%+10.2pp | 82.0%+6.9pp |
| Annual return | 10.81% | 21.68%-10.9pp | 20.51%-9.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,967 | $7,470-60.3% | $5,587-46.9% | $4,761-37.7% |
| Participant deferral / active EE | $4,061 | $7,717-47.4% | $6,431-36.9% | $5,982-32.1% |
| Admin fee / account holder | $12,738 | $17,912-28.9% | $11,856+7.4% | $11,246+13.3% |