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 | $291,981 | $214,378+36.2% | $200,582+45.6% | $142,382+105.1% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 17.84% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,130 | $6,841-39.6% | $6,419-35.7% | $4,299-3.9% |
| Participant deferral / active EE | $9,115 | $9,865-7.6% | $9,331-2.3% | $6,507+40.1% |
| Admin fee / account holder | $2,971 | $17,692-83.2% | $16,305-81.8% | $12,624-76.5% |