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 | $356,090 | $185,822+91.6% | $169,993+109.5% | $139,434+155.4% |
| Participation rate | 81.0% | 87.8%-6.8pp | 87.0%-6.0pp | 80.3%+0.6pp |
| Annual return | 17.57% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,906 | $7,590-48.5% | $6,785-42.4% | $4,751-17.8% |
| Participant deferral / active EE | $10,456 | $11,622-10.0% | $10,408+0.5% | $6,710+55.8% |
| Admin fee / account holder | $16,089 | $15,381+4.6% | $12,815+25.5% | $11,403+41.1% |