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 | $346,952 | $214,378+61.8% | $200,582+73.0% | $142,382+143.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 15.73% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $8,385 | $6,841+22.6% | $6,419+30.6% | $4,299+95.0% |
| Participant deferral / active EE | $16,695 | $9,865+69.2% | $9,331+78.9% | $6,507+156.6% |
| Admin fee / account holder | $7,918 | $17,692-55.2% | $16,305-51.4% | $12,624-37.3% |