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 | $292,329 | $132,634+120.4% | $115,768+152.5% | $137,256+113.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 17.68% | 160.70%-143.0pp | 100.46%-82.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,121 | $3,360-36.9% | $2,940-27.9% | $4,156-49.0% |
| Participant deferral / active EE | $5,266 | $5,619-6.3% | $4,917+7.1% | $6,407-17.8% |
| Admin fee / account holder | $3,835 | $15,028-74.5% | $12,439-69.2% | $12,270-68.7% |