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 | $445,035 | $148,534+199.6% | $135,903+227.5% | $139,434+219.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.41% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,904 | $5,243-44.6% | $4,856-40.2% | $4,751-38.9% |
| Participant deferral / active EE | $12,607 | $8,100+55.6% | $7,758+62.5% | $6,710+87.9% |
| Admin fee / account holder | $17,601 | $12,400+42.0% | $10,762+63.6% | $11,403+54.4% |