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 | $296,074 | $103,376+186.4% | $87,100+239.9% | $152,861+93.7% |
| Participation rate | 86.4% | 79.3%+7.0pp | 76.9%+9.5pp | 82.4%+3.9pp |
| Annual return | 24.31% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,066 | $3,220-4.8% | $2,521+21.6% | $4,762-35.6% |
| Participant deferral / active EE | $7,194 | $4,778+50.6% | $4,049+77.7% | $5,850+23.0% |
| Admin fee / account holder | $10,729 | $12,205-12.1% | $7,497+43.1% | $11,596-7.5% |