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 | $337,746 | $209,411+61.3% | $178,490+89.2% | $158,922+112.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 7.71% | 188.75%-181.0pp | 151.07%-143.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,954 | $5,706-48.2% | $5,011-41.1% | $4,761-38.0% |
| Participant deferral / active EE | $5,507 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $6,160 | $17,074-63.9% | $13,984-55.9% | $11,246-45.2% |