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 | $278,590 | $177,572+56.9% | $154,803+80.0% | $142,382+95.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.80% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,504 | $4,810-27.2% | $4,305-18.6% | $4,299-18.5% |
| Participant deferral / active EE | $11,435 | $6,272+82.3% | $5,540+106.4% | $6,507+75.7% |
| Admin fee / account holder | $4,777 | $16,786-71.5% | $14,329-66.7% | $12,624-62.2% |