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 | $262,517 | $214,378+22.5% | $200,582+30.9% | $142,382+84.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.17% | 46.41%-32.2pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,070 | $6,841-40.5% | $6,419-36.6% | $4,299-5.3% |
| Participant deferral / active EE | $11,139 | $9,865+12.9% | $9,331+19.4% | $6,507+71.2% |
| Admin fee / account holder | $17,632 | $17,692-0.3% | $16,305+8.1% | $12,624+39.7% |