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 | $251,346 | $175,202+43.5% | $149,673+67.9% | $139,434+80.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.47% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $8,421 | $5,474+53.8% | $4,818+74.8% | $4,751+77.2% |
| Participant deferral / active EE | $6,475 | $6,519-0.7% | $5,680+14.0% | $6,710-3.5% |
| Admin fee / account holder | $362 | $16,150-97.8% | $13,210-97.3% | $11,403-96.8% |