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 | $427,004 | $214,378+99.2% | $200,582+112.9% | $142,382+199.9% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 12.11% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,850 | $6,841-14.5% | $6,419-8.9% | $4,299+36.1% |
| Participant deferral / active EE | $8,602 | $9,865-12.8% | $9,331-7.8% | $6,507+32.2% |
| Admin fee / account holder | $20,506 | $17,692+15.9% | $16,305+25.8% | $12,624+62.4% |