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 | $312,572 | $214,378+45.8% | $200,582+55.8% | $142,382+119.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 26.19% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.9pp |
| Employer contribution / active EE | $5,619 | $6,841-17.9% | $6,419-12.5% | $4,299+30.7% |
| Participant deferral / active EE | $13,394 | $9,865+35.8% | $9,331+43.5% | $6,507+105.8% |
| Admin fee / account holder | $1,235 | $17,692-93.0% | $16,305-92.4% | $12,624-90.2% |