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 | $418,096 | $117,983+254.4% | $101,794+310.7% | $142,382+193.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.62% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,515 | $2,773-9.3% | $2,289+9.9% | $4,299-41.5% |
| Participant deferral / active EE | $8,997 | $4,714+90.9% | $4,084+120.3% | $6,507+38.3% |
| Admin fee / account holder | $1,529 | $10,433-85.3% | $8,777-82.6% | $12,624-87.9% |