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 | $339,426 | $197,591+71.8% | $177,821+90.9% | $158,922+113.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 13.15% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,113 | $6,697-53.5% | $5,918-47.4% | $4,761-34.6% |
| Participant deferral / active EE | $6,772 | $8,405-19.4% | $7,714-12.2% | $5,982+13.2% |
| Admin fee / account holder | $24,318 | $15,399+57.9% | $12,427+95.7% | $11,246+116.2% |