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 | $282,084 | $106,515+164.8% | $96,683+191.8% | $139,434+102.3% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 14.48% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,914 | $4,103-4.6% | $3,737+4.7% | $4,751-17.6% |
| Participant deferral / active EE | $8,537 | $5,454+56.5% | $4,878+75.0% | $6,710+27.2% |
| Admin fee / account holder | $27,777 | $7,877+252.6% | $6,730+312.8% | $11,403+143.6% |