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 | $251,770 | $117,381+114.5% | $99,443+153.2% | $152,861+64.7% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.4%+8.5pp |
| Annual return | 18.83% | 31.87%-13.0pp | 30.72%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,545 | $3,013+50.9% | $2,540+79.0% | $4,762-4.6% |
| Participant deferral / active EE | $3,632 | $4,086-11.1% | $3,619+0.4% | $5,850-37.9% |
| Admin fee / account holder | $3,245 | $7,631-57.5% | $6,250-48.1% | $11,596-72.0% |