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 | $266,566 | $154,228+72.8% | $145,433+83.3% | $137,256+94.2% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 19.94% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $6,868 | $4,804+43.0% | $4,554+50.8% | $4,156+65.3% |
| Participant deferral / active EE | $9,845 | $8,216+19.8% | $7,897+24.7% | $6,407+53.7% |
| Admin fee / account holder | $4,797 | $14,344-66.6% | $13,129-63.5% | $12,270-60.9% |