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 | $252,977 | $185,822+36.1% | $169,993+48.8% | $139,434+81.4% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 13.51% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,439 | $7,590-81.0% | $6,785-78.8% | $4,751-69.7% |
| Participant deferral / active EE | $10,074 | $11,622-13.3% | $10,408-3.2% | $6,710+50.1% |
| Admin fee / account holder | $20,577 | $15,381+33.8% | $12,815+60.6% | $11,403+80.5% |