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 | $333,040 | $210,648+58.1% | $177,989+87.1% | $145,922+128.2% |
| Participation rate | 78.9% | 80.8%-1.8pp | 77.1%+1.9pp | 80.3%-1.3pp |
| Annual return | 14.84% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,763 | $4,565+48.2% | $3,949+71.3% | $4,660+45.1% |
| Participant deferral / active EE | $12,728 | $6,958+82.9% | $6,276+102.8% | $6,688+90.3% |
| Admin fee / account holder | $1,375 | $12,013-88.6% | $10,363-86.7% | $13,397-89.7% |