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 | $262,634 | $165,335+58.8% | $149,696+75.4% | $158,922+65.3% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 11.81% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $4,867 | $5,103-4.6% | $4,644+4.8% | $4,761+2.2% |
| Participant deferral / active EE | $6,399 | $7,181-10.9% | $6,842-6.5% | $5,982+7.0% |
| Admin fee / account holder | $8,615 | $10,807-20.3% | $9,309-7.5% | $11,246-23.4% |