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 | $257,685 | $214,378+20.2% | $200,582+28.5% | $142,382+81.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 12.84% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,854 | $6,841-43.7% | $6,419-40.0% | $4,299-10.4% |
| Participant deferral / active EE | $6,989 | $9,865-29.1% | $9,331-25.1% | $6,507+7.4% |
| Admin fee / account holder | $4,774 | $17,692-73.0% | $16,305-70.7% | $12,624-62.2% |