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 | $403,452 | $177,572+127.2% | $154,803+160.6% | $142,382+183.4% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 15.75% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $7,761 | $4,810+61.3% | $4,305+80.3% | $4,299+80.5% |
| Participant deferral / active EE | $5,760 | $6,272-8.2% | $5,540+4.0% | $6,507-11.5% |
| Admin fee / account holder | $18,885 | $16,786+12.5% | $14,329+31.8% | $12,624+49.6% |