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 | $275,813 | $214,378+28.7% | $200,582+37.5% | $142,382+93.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 15.64% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,920 | $6,841+30.4% | $6,419+39.0% | $4,299+107.5% |
| Participant deferral / active EE | $10,141 | $9,865+2.8% | $9,331+8.7% | $6,507+55.8% |
| Admin fee / account holder | $1,954 | $17,692-89.0% | $16,305-88.0% | $12,624-84.5% |