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 | $379,644 | $214,378+77.1% | $200,582+89.3% | $142,382+166.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 20.03% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,627 | $6,841-17.8% | $6,419-12.3% | $4,299+30.9% |
| Participant deferral / active EE | $9,877 | $9,865+0.1% | $9,331+5.8% | $6,507+51.8% |
| Admin fee / account holder | $24,907 | $17,692+40.8% | $16,305+52.8% | $12,624+97.3% |