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 | $283,003 | $209,411+35.1% | $178,490+58.6% | $158,922+78.1% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 13.08% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,788 | $5,706+19.0% | $5,011+35.5% | $4,761+42.6% |
| Participant deferral / active EE | $5,508 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $11,173 | $17,074-34.6% | $13,984-20.1% | $11,246-0.6% |