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 | $333,797 | $179,726+85.7% | $156,263+113.6% | $142,382+134.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.91% | 77.86%-59.9pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,005 | $5,069-21.0% | $4,333-7.6% | $4,299-6.8% |
| Participant deferral / active EE | $9,376 | $6,956+34.8% | $6,158+52.3% | $6,507+44.1% |
| Admin fee / account holder | $1,900 | $17,272-89.0% | $14,255-86.7% | $12,624-85.0% |