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 | $281,769 | $175,202+60.8% | $149,673+88.3% | $139,434+102.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 21.06% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $8,520 | $5,474+55.6% | $4,818+76.9% | $4,751+79.3% |
| Participant deferral / active EE | $8,882 | $6,519+36.3% | $5,680+56.4% | $6,710+32.4% |
| Admin fee / account holder | $851 | $16,150-94.7% | $13,210-93.6% | $11,403-92.5% |