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 | $327,466 | $115,770+182.9% | $101,248+223.4% | $158,922+106.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 11.82% | 56.14%-44.3pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,912 | $4,175+65.6% | $3,660+88.9% | $4,761+45.2% |
| Participant deferral / active EE | $7,701 | $4,957+55.3% | $4,370+76.2% | $5,982+28.7% |
| Admin fee / account holder | $12,918 | $7,245+78.3% | $5,945+117.3% | $11,246+14.9% |