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 | $251,317 | $159,602+57.5% | $150,045+67.5% | $142,382+76.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 17.54% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,570 | $4,961+12.3% | $4,693+18.7% | $4,299+29.6% |
| Participant deferral / active EE | $13,379 | $8,310+61.0% | $7,997+67.3% | $6,507+105.6% |
| Admin fee / account holder | $3,300 | $14,846-77.8% | $13,435-75.4% | $12,624-73.9% |