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 | $343,263 | $175,202+95.9% | $149,673+129.3% | $139,434+146.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.20% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,317 | $5,474-57.7% | $4,818-51.9% | $4,751-51.2% |
| Participant deferral / active EE | $11,358 | $6,519+74.2% | $5,680+100.0% | $6,710+69.3% |
| Admin fee / account holder | $17,463 | $16,150+8.1% | $13,210+32.2% | $11,403+53.2% |