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 5-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 | $271,231 | $159,602+69.9% | $150,045+80.8% | $142,382+90.5% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,667 | $4,961-26.1% | $4,693-21.9% | $4,299-14.7% |
| Participant deferral / active EE | $10,627 | $8,310+27.9% | $7,997+32.9% | $6,507+63.3% |
| Admin fee / account holder | $6,224 | $14,846-58.1% | $13,435-53.7% | $12,624-50.7% |