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 | $1,074,720 | $214,378+401.3% | $200,582+435.8% | $142,382+654.8% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 26.16% | 46.41%-20.2pp | 42.33%-16.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,466 | $6,841-34.7% | $6,419-30.4% | $4,299+3.9% |
| Participant deferral / active EE | $14,314 | $9,865+45.1% | $9,331+53.4% | $6,507+120.0% |
| Admin fee / account holder | $35,138 | $17,692+98.6% | $16,305+115.5% | $12,624+178.3% |