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 | $319,150 | $115,770+175.7% | $101,248+215.2% | $158,922+100.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 12.14% | 56.14%-44.0pp | 46.47%-34.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $4,864 | $4,175+16.5% | $3,660+32.9% | $4,761+2.2% |
| Participant deferral / active EE | $12,141 | $4,957+144.9% | $4,370+177.8% | $5,982+102.9% |
| Admin fee / account holder | $5,704 | $7,245-21.3% | $5,945-4.1% | $11,246-49.3% |