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 | $284,940 | $175,202+62.6% | $149,673+90.4% | $139,434+104.4% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 12.33% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,107 | $5,474-43.2% | $4,818-35.5% | $4,751-34.6% |
| Participant deferral / active EE | $7,258 | $6,519+11.3% | $5,680+27.8% | $6,710+8.2% |
| Admin fee / account holder | $2,295 | $16,150-85.8% | $13,210-82.6% | $11,403-79.9% |