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 | $288,583 | $135,952+112.3% | $123,892+132.9% | $273,961+5.3% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 8.56% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,126 | $5,170+18.5% | $4,617+32.7% | $4,869+25.8% |
| Participant deferral / active EE | $9,163 | $6,343+44.5% | $5,984+53.1% | $5,287+73.3% |
| Admin fee / account holder | $18,357 | $9,817+87.0% | $8,357+119.7% | $10,132+81.2% |