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 | $265,932 | $197,591+34.6% | $177,821+49.6% | $158,922+67.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 19.67% | 58.76%-39.1pp | 48.32%-28.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,069 | $6,697-39.2% | $5,918-31.3% | $4,761-14.5% |
| Participant deferral / active EE | $11,331 | $8,405+34.8% | $7,714+46.9% | $5,982+89.4% |
| Admin fee / account holder | $11,348 | $15,399-26.3% | $12,427-8.7% | $11,246+0.9% |