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 | $279,881 | $114,381+144.7% | $107,525+160.3% | $142,382+96.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.60% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,401 | $4,015-15.3% | $3,754-9.4% | $4,299-20.9% |
| Participant deferral / active EE | $12,469 | $5,564+124.1% | $5,116+143.7% | $6,507+91.6% |
| Admin fee / account holder | $1,192 | $9,860-87.9% | $8,919-86.6% | $12,624-90.6% |