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 | $282,610 | $172,111+64.2% | $150,298+88.0% | $137,256+105.9% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 12.65% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $9,815 | $4,636+111.7% | $4,154+136.3% | $4,156+136.2% |
| Participant deferral / active EE | $3,910 | $6,166-36.6% | $5,453-28.3% | $6,407-39.0% |
| Admin fee / account holder | $30,861 | $16,471+87.4% | $14,116+118.6% | $12,270+151.5% |