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 | $492,663 | $177,572+177.4% | $154,803+218.3% | $142,382+246.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.47% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $6,725 | $4,810+39.8% | $4,305+56.2% | $4,299+56.4% |
| Participant deferral / active EE | $3,680 | $6,272-41.3% | $5,540-33.6% | $6,507-43.5% |
| Admin fee / account holder | $12,537 | $16,786-25.3% | $14,329-12.5% | $12,624-0.7% |