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 | $462,207 | $146,267+216.0% | $197,124+134.5% | $82,448+460.6% |
| Participation rate | 88.7% | 84.0%+4.7pp | 86.7%+2.0pp | 68.1%+20.6pp |
| Annual return | 22.35% | 29.61%-7.3pp | 44.34%-22.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $3,581 | $4,723-24.2% | $6,227-42.5% | $2,551+40.4% |
| Participant deferral / active EE | $12,757 | $7,035+81.3% | $9,135+39.7% | $4,139+208.2% |
| Admin fee / account holder | $620 | $14,422-95.7% | $16,298-96.2% | $7,234-91.4% |