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 | $294,558 | $159,602+84.6% | $150,045+96.3% | $142,382+106.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.73% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,096 | $4,961-57.8% | $4,693-55.3% | $4,299-51.3% |
| Participant deferral / active EE | $9,070 | $8,310+9.1% | $7,997+13.4% | $6,507+39.4% |
| Admin fee / account holder | $49,786 | $14,846+235.3% | $13,435+270.6% | $12,624+294.4% |