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 | $310,704 | $90,348+243.9% | $75,972+309.0% | $145,922+112.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 16.00% | 620.88%-604.9pp | 359.55%-343.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,837 | $3,311-14.3% | $2,685+5.7% | $4,660-39.1% |
| Participant deferral / active EE | $6,139 | $5,162+18.9% | $4,255+44.3% | $6,688-8.2% |
| Admin fee / account holder | $1,248 | $8,467-85.3% | $6,467-80.7% | $13,397-90.7% |