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 7-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 | $304,631 | $201,259+51.4% | $184,200+65.4% | $145,959+108.7% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 10.69% | 28.98%-18.3pp | 28.80%-18.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $6,348 | $7,018-9.6% | $6,424-1.2% | $4,661+36.2% |
| Participant deferral / active EE | $13,086 | $9,806+33.4% | $9,132+43.3% | $6,689+95.7% |
| Admin fee / account holder | $17,004 | $16,372+3.9% | $13,907+22.3% | $13,398+26.9% |