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 | $327,577 | $148,534+120.5% | $135,903+141.0% | $139,434+134.9% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 18.89% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,113 | $5,243-59.7% | $4,856-56.5% | $4,751-55.5% |
| Participant deferral / active EE | $5,892 | $8,100-27.3% | $7,758-24.0% | $6,710-12.2% |
| Admin fee / account holder | $11,887 | $12,400-4.1% | $10,762+10.4% | $11,403+4.2% |