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 | $405,919 | $185,822+118.4% | $169,993+138.8% | $139,434+191.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.96% | 60.50%-46.5pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,128 | $7,590-45.6% | $6,785-39.2% | $4,751-13.1% |
| Participant deferral / active EE | $9,211 | $11,622-20.7% | $10,408-11.5% | $6,710+37.3% |
| Admin fee / account holder | $5,676 | $15,381-63.1% | $12,815-55.7% | $11,403-50.2% |