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 | $261,001 | $175,202+49.0% | $149,673+74.4% | $139,434+87.2% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 18.66% | 166.71%-148.0pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,186 | $5,474-60.1% | $4,818-54.6% | $4,751-54.0% |
| Participant deferral / active EE | $6,460 | $6,519-0.9% | $5,680+13.7% | $6,710-3.7% |
| Admin fee / account holder | $13,935 | $16,150-13.7% | $13,210+5.5% | $11,403+22.2% |