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 | $331,857 | $214,378+54.8% | $200,582+65.4% | $142,382+133.1% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 17.38% | 46.41%-29.0pp | 42.33%-25.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,005 | $6,841+31.6% | $6,419+40.3% | $4,299+109.5% |
| Participant deferral / active EE | $8,154 | $9,865-17.3% | $9,331-12.6% | $6,507+25.3% |
| Admin fee / account holder | $4,474 | $17,692-74.7% | $16,305-72.6% | $12,624-64.6% |