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 | $305,775 | $175,202+74.5% | $149,673+104.3% | $139,434+119.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.31% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,077 | $5,474-62.1% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $8,746 | $6,519+34.2% | $5,680+54.0% | $6,710+30.3% |
| Admin fee / account holder | $4,081 | $16,150-74.7% | $13,210-69.1% | $11,403-64.2% |