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 | $372,500 | $226,064+64.8% | $182,532+104.1% | $152,861+143.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 20.77% | 192.51%-171.7pp | 148.54%-127.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,191 | $4,978-56.0% | $4,076-46.2% | $4,762-54.0% |
| Participant deferral / active EE | $5,955 | $6,368-6.5% | $5,524+7.8% | $5,850+1.8% |
| Admin fee / account holder | $19,079 | $10,703+78.3% | $8,592+122.1% | $11,596+64.5% |