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 | $299,734 | $176,056+70.2% | $159,436+88.0% | $167,490+79.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.10% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $13,753 | $5,297+159.6% | $4,829+184.8% | $4,837+184.3% |
| Participant deferral / active EE | $3,708 | $7,750-52.2% | $7,352-49.6% | $6,341-41.5% |
| Admin fee / account holder | $9,221 | $12,554-26.6% | $10,799-14.6% | $12,309-25.1% |