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 | $302,552 | $127,065+138.1% | $113,168+167.3% | $142,382+112.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.07% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,758 | $3,442+38.2% | $2,975+59.9% | $4,299+10.7% |
| Participant deferral / active EE | $5,409 | $5,716-5.4% | $5,107+5.9% | $6,507-16.9% |
| Admin fee / account holder | $13,129 | $15,736-16.6% | $12,068+8.8% | $12,624+4.0% |