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 | $251,256 | $185,822+35.2% | $169,993+47.8% | $139,434+80.2% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 20.24% | 60.50%-40.3pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $5,692 | $7,590-25.0% | $6,785-16.1% | $4,751+19.8% |
| Participant deferral / active EE | $16,098 | $11,622+38.5% | $10,408+54.7% | $6,710+139.9% |
| Admin fee / account holder | $16,683 | $15,381+8.5% | $12,815+30.2% | $11,403+46.3% |