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 | $317,460 | $183,519+73.0% | $155,509+104.1% | $145,922+117.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 17.88% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $7,402 | $5,313+39.3% | $4,672+58.4% | $4,660+58.8% |
| Participant deferral / active EE | $5,195 | $6,462-19.6% | $5,626-7.7% | $6,688-22.3% |
| Admin fee / account holder | $9,383 | $19,313-51.4% | $15,912-41.0% | $13,397-30.0% |