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 | $366,749 | $101,618+260.9% | $93,063+294.1% | $137,256+167.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 15.47% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,519 | $2,707-7.0% | $2,476+1.7% | $4,156-39.4% |
| Participant deferral / active EE | $5,150 | $4,279+20.3% | $3,958+30.1% | $6,407-19.6% |
| Admin fee / account holder | $4,355 | $6,198-29.7% | $6,033-27.8% | $12,270-64.5% |