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 | $325,279 | $214,378+51.7% | $200,582+62.2% | $142,382+128.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 20.72% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,152 | $6,841-53.9% | $6,419-50.9% | $4,299-26.7% |
| Participant deferral / active EE | $7,483 | $9,865-24.1% | $9,331-19.8% | $6,507+15.0% |
| Admin fee / account holder | $18,755 | $17,692+6.0% | $16,305+15.0% | $12,624+48.6% |