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 | $251,148 | $159,602+57.4% | $150,045+67.4% | $142,382+76.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 14.70% | 70.24%-55.5pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $9,242 | $4,961+86.3% | $4,693+96.9% | $4,299+115.0% |
| Participant deferral / active EE | $7,290 | $8,310-12.3% | $7,997-8.8% | $6,507+12.0% |
| Admin fee / account holder | $28,802 | $14,846+94.0% | $13,435+114.4% | $12,624+128.2% |