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 | $347,872 | $175,202+98.6% | $149,673+132.4% | $139,434+149.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 16.60% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,717 | $5,474+41.0% | $4,818+60.2% | $4,751+62.4% |
| Participant deferral / active EE | $7,827 | $6,519+20.1% | $5,680+37.8% | $6,710+16.6% |
| Admin fee / account holder | $1,926 | $16,150-88.1% | $13,210-85.4% | $11,403-83.1% |