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 | $342,133 | $214,378+59.6% | $200,582+70.6% | $142,382+140.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 19.57% | 46.41%-26.8pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $9,713 | $6,841+42.0% | $6,419+51.3% | $4,299+125.9% |
| Participant deferral / active EE | $16,580 | $9,865+68.1% | $9,331+77.7% | $6,507+154.8% |
| Admin fee / account holder | $385 | $17,692-97.8% | $16,305-97.6% | $12,624-97.0% |