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 | $482,735 | $127,065+279.9% | $113,168+326.6% | $142,382+239.0% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 10.78% | 24.03%-13.2pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,223 | $3,442-6.4% | $2,975+8.3% | $4,299-25.0% |
| Participant deferral / active EE | $9,225 | $5,716+61.4% | $5,107+80.6% | $6,507+41.8% |
| Admin fee / account holder | $11,126 | $15,736-29.3% | $12,068-7.8% | $12,624-11.9% |