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 | $292,580 | $217,402+34.6% | $185,823+57.5% | $167,490+74.7% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 12.28% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,345 | $5,873-43.0% | $5,167-35.3% | $4,837-30.8% |
| Participant deferral / active EE | $13,402 | $6,356+110.8% | $5,568+140.7% | $6,341+111.3% |
| Admin fee / account holder | $33,374 | $19,811+68.5% | $16,237+105.5% | $12,309+171.1% |