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 | $300,959 | $172,111+74.9% | $150,298+100.2% | $137,256+119.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.06% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,099 | $4,636-11.6% | $4,154-1.3% | $4,156-1.4% |
| Participant deferral / active EE | $7,252 | $6,166+17.6% | $5,453+33.0% | $6,407+13.2% |
| Admin fee / account holder | $2,704 | $16,471-83.6% | $14,116-80.8% | $12,270-78.0% |