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 | $431,400 | $214,378+101.2% | $200,582+115.1% | $142,382+203.0% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 17.69% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,528 | $6,841-63.0% | $6,419-60.6% | $4,299-41.2% |
| Participant deferral / active EE | $7,689 | $9,865-22.1% | $9,331-17.6% | $6,507+18.2% |
| Admin fee / account holder | $56,552 | $17,692+219.6% | $16,305+246.8% | $12,624+348.0% |