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 | $424,313 | $214,378+97.9% | $200,582+111.5% | $142,382+198.0% |
| Participation rate | 87.0% | 87.4%-0.5pp | 86.9%+0.1pp | 80.1%+6.8pp |
| Annual return | 12.69% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,265 | $9,865+4.1% | $9,331+10.0% | $6,507+57.7% |
| Admin fee / account holder | $7,031 | $17,692-60.3% | $16,305-56.9% | $12,624-44.3% |