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 | $282,376 | $183,963+53.5% | $162,163+74.1% | $152,861+84.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 25.72% | 150.76%-125.0pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $4,106 | $6,371-35.6% | $5,614-26.9% | $4,762-13.8% |
| Participant deferral / active EE | $5,625 | $8,034-30.0% | $7,298-22.9% | $5,850-3.8% |
| Admin fee / account holder | $8,360 | $13,121-36.3% | $10,843-22.9% | $11,596-27.9% |