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 | $420,398 | $114,381+267.5% | $107,525+291.0% | $142,382+195.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 11.64% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,350 | $4,015+8.4% | $3,754+15.9% | $4,299+1.2% |
| Participant deferral / active EE | $14,341 | $5,564+157.7% | $5,116+180.3% | $6,507+120.4% |
| Admin fee / account holder | $26,325 | $9,860+167.0% | $8,919+195.2% | $12,624+108.5% |