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 | $430,611 | $148,534+189.9% | $135,903+216.9% | $139,434+208.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.07% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $6,063 | $5,243+15.6% | $4,856+24.8% | $4,751+27.6% |
| Participant deferral / active EE | $16,484 | $8,100+103.5% | $7,758+112.5% | $6,710+145.7% |
| Admin fee / account holder | $121,052 | $12,400+876.2% | $10,762+1024.8% | $11,403+961.6% |