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 | $275,643 | $210,648+30.9% | $177,989+54.9% | $145,922+88.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 12.69% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,172 | $4,565-8.6% | $3,949+5.7% | $4,660-10.5% |
| Participant deferral / active EE | $6,032 | $6,958-13.3% | $6,276-3.9% | $6,688-9.8% |
| Admin fee / account holder | $15,917 | $12,013+32.5% | $10,363+53.6% | $13,397+18.8% |