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 | $288,129 | $209,411+37.6% | $178,490+61.4% | $158,922+81.3% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 15.55% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $7,621 | $5,706+33.6% | $5,011+52.1% | $4,761+60.1% |
| Participant deferral / active EE | $4,670 | $5,954-21.6% | $5,202-10.2% | $5,982-21.9% |
| Admin fee / account holder | $11,963 | $17,074-29.9% | $13,984-14.5% | $11,246+6.4% |