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 | $274,093 | $228,332+20.0% | $185,823+47.5% | $158,922+72.5% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 21.52% | 40.80%-19.3pp | 35.95%-14.4pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,780 | $4,967-44.0% | $4,087-32.0% | $4,761-41.6% |
| Participant deferral / active EE | $8,837 | $6,415+37.8% | $5,632+56.9% | $5,982+47.7% |
| Admin fee / account holder | $1,422 | $11,864-88.0% | $9,500-85.0% | $11,246-87.4% |