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 | $254,731 | $175,202+45.4% | $149,673+70.2% | $139,434+82.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 10.73% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $4,442 | $5,474-18.9% | $4,818-7.8% | $4,751-6.5% |
| Participant deferral / active EE | $6,123 | $6,519-6.1% | $5,680+7.8% | $6,710-8.8% |
| Admin fee / account holder | $1,375 | $16,150-91.5% | $13,210-89.6% | $11,403-87.9% |