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 | $393,342 | $179,726+118.9% | $156,263+151.7% | $142,382+176.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 11.99% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,008 | $5,069-40.7% | $4,333-30.6% | $4,299-30.0% |
| Participant deferral / active EE | $6,319 | $6,956-9.2% | $6,158+2.6% | $6,507-2.9% |
| Admin fee / account holder | $15,552 | $17,272-10.0% | $14,255+9.1% | $12,624+23.2% |