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 | $271,303 | $177,572+52.8% | $154,803+75.3% | $142,382+90.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.65% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,748 | $4,810-22.1% | $4,305-12.9% | $4,299-12.8% |
| Participant deferral / active EE | $11,525 | $6,272+83.8% | $5,540+108.0% | $6,507+77.1% |
| Admin fee / account holder | $2,649 | $16,786-84.2% | $14,329-81.5% | $12,624-79.0% |