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 | $876,936 | $162,781+438.7% | $133,956+554.6% | $158,922+451.8% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 35.69% | 41.94%-6.3pp | 45.09%-9.4pp | 302.83%-267.1pp |
| Employer contribution / active EE | $4,531 | $4,975-8.9% | $3,919+15.6% | $4,761-4.8% |
| Participant deferral / active EE | $13,792 | $5,911+133.3% | $5,048+173.2% | $5,982+130.6% |
| Admin fee / account holder | $1,615 | $11,736-86.2% | $8,927-81.9% | $11,246-85.6% |