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 | $254,794 | $238,490+6.8% | $180,183+41.4% | $142,382+79.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 12.28% | 33.56%-21.3pp | 27.86%-15.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,576 | $6,143-74.3% | $5,039-68.7% | $4,299-63.3% |
| Participant deferral / active EE | $4,389 | $7,996-45.1% | $6,822-35.7% | $6,507-32.5% |
| Admin fee / account holder | $9,201 | $28,866-68.1% | $19,975-53.9% | $12,624-27.1% |