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 | $278,437 | $159,602+74.5% | $150,045+85.6% | $142,382+95.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.30% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,427 | $4,961+90.0% | $4,693+100.9% | $4,299+119.3% |
| Participant deferral / active EE | $7,310 | $8,310-12.0% | $7,997-8.6% | $6,507+12.3% |
| Admin fee / account holder | $5,334 | $14,846-64.1% | $13,435-60.3% | $12,624-57.7% |