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 | $259,290 | $214,378+20.9% | $200,582+29.3% | $142,382+82.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 19.44% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $11,251 | $6,841+64.4% | $6,419+75.3% | $4,299+161.7% |
| Participant deferral / active EE | $17,998 | $9,865+82.4% | $9,331+92.9% | $6,507+176.6% |
| Admin fee / account holder | $17,440 | $17,692-1.4% | $16,305+7.0% | $12,624+38.2% |