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 | $319,317 | $183,592+73.9% | $155,567+105.3% | $145,959+118.8% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 18.40% | 61.24%-42.8pp | 64.74%-46.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $6,953 | $5,315+30.8% | $4,674+48.7% | $4,661+49.2% |
| Participant deferral / active EE | $7,566 | $6,464+17.1% | $5,628+34.4% | $6,689+13.1% |
| Admin fee / account holder | $4,571 | $19,318-76.3% | $15,916-71.3% | $13,398-65.9% |