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 | $382,242 | $148,534+157.3% | $135,903+181.3% | $139,434+174.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.49% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,274 | $5,243+0.6% | $4,856+8.6% | $4,751+11.0% |
| Participant deferral / active EE | $11,228 | $8,100+38.6% | $7,758+44.7% | $6,710+67.3% |
| Admin fee / account holder | $62,078 | $12,400+400.6% | $10,762+476.8% | $11,403+444.4% |