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 | $495,855 | $214,378+131.3% | $200,582+147.2% | $142,382+248.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.15% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,915 | $6,841+30.3% | $6,419+38.9% | $4,299+107.4% |
| Participant deferral / active EE | $20,990 | $9,865+112.8% | $9,331+124.9% | $6,507+222.6% |
| Admin fee / account holder | $6,216 | $17,692-64.9% | $16,305-61.9% | $12,624-50.8% |