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 | $446,601 | $181,894+145.5% | $156,549+185.3% | $273,961+63.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 5.49% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $8,278 | $6,248+32.5% | $5,501+50.5% | $4,869+70.0% |
| Participant deferral / active EE | $16,366 | $5,550+194.9% | $4,871+236.0% | $5,287+209.5% |
| Admin fee / account holder | $947 | $15,559-93.9% | $13,027-92.7% | $10,132-90.7% |