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 | $355,353 | $198,466+79.0% | $170,442+108.5% | $147,584+140.8% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 11.84% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $4,472 | $6,184-27.7% | $5,433-17.7% | $4,876-8.3% |
| Participant deferral / active EE | $5,334 | $5,629-5.3% | $4,939+8.0% | $5,439-1.9% |
| Admin fee / account holder | $36,027 | $16,852+113.8% | $13,880+159.6% | $10,885+231.0% |