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 | $294,029 | $163,101+80.3% | $136,749+115.0% | $142,382+106.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.64% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,702 | $4,117+14.2% | $3,400+38.3% | $4,299+9.4% |
| Participant deferral / active EE | $6,144 | $5,585+10.0% | $4,692+30.9% | $6,507-5.6% |
| Admin fee / account holder | $11,522 | $14,318-19.5% | $11,386+1.2% | $12,624-8.7% |