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 | $338,718 | $198,466+70.7% | $170,442+98.7% | $147,584+129.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 20.95% | 257.29%-236.3pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,787 | $6,184-38.8% | $5,433-30.3% | $4,876-22.3% |
| Participant deferral / active EE | $12,196 | $5,629+116.6% | $4,939+146.9% | $5,439+124.2% |
| Admin fee / account holder | $697 | $16,852-95.9% | $13,880-95.0% | $10,885-93.6% |