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 | $323,911 | $228,332+41.9% | $185,823+74.3% | $158,922+103.8% |
| Participation rate | 81.0% | 82.3%-1.3pp | 78.0%+2.9pp | 82.0%-1.0pp |
| Annual return | 16.75% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,229 | $4,967-55.1% | $4,087-45.5% | $4,761-53.2% |
| Participant deferral / active EE | $13,563 | $6,415+111.4% | $5,632+140.8% | $5,982+126.7% |
| Admin fee / account holder | $20,335 | $11,864+71.4% | $9,500+114.0% | $11,246+80.8% |