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 | $288,830 | $209,411+37.9% | $178,490+61.8% | $158,922+81.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.35% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,463 | $5,706-56.8% | $5,011-50.8% | $4,761-48.3% |
| Participant deferral / active EE | $6,384 | $5,954+7.2% | $5,202+22.7% | $5,982+6.7% |
| Admin fee / account holder | $18,235 | $17,074+6.8% | $13,984+30.4% | $11,246+62.2% |