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 | $274,899 | $238,490+15.3% | $180,183+52.6% | $142,382+93.1% |
| Participation rate | 91.3% | 82.3%+9.0pp | 77.4%+13.9pp | 80.1%+11.2pp |
| Annual return | 15.39% | 33.56%-18.2pp | 27.86%-12.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,385 | $6,143-28.6% | $5,039-13.0% | $4,299+2.0% |
| Participant deferral / active EE | $12,143 | $7,996+51.9% | $6,822+78.0% | $6,507+86.6% |
| Admin fee / account holder | $6,505 | $28,866-77.5% | $19,975-67.4% | $12,624-48.5% |