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 | $337,153 | $159,602+111.2% | $150,045+124.7% | $142,382+136.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.76% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,268 | $4,961+6.2% | $4,693+12.2% | $4,299+22.5% |
| Participant deferral / active EE | $3,966 | $8,310-52.3% | $7,997-50.4% | $6,507-39.0% |
| Admin fee / account holder | $2,442 | $14,846-83.6% | $13,435-81.8% | $12,624-80.7% |