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 | $255,999 | $197,591+29.6% | $177,821+44.0% | $158,922+61.1% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 10.13% | 58.76%-48.6pp | 48.32%-38.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,138 | $6,697-38.2% | $5,918-30.1% | $4,761-13.1% |
| Participant deferral / active EE | $9,152 | $8,405+8.9% | $7,714+18.6% | $5,982+53.0% |
| Admin fee / account holder | $8,107 | $15,399-47.4% | $12,427-34.8% | $11,246-27.9% |