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 | $292,518 | $179,726+62.8% | $156,263+87.2% | $142,382+105.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 16.67% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,646 | $5,069-28.1% | $4,333-15.9% | $4,299-15.2% |
| Participant deferral / active EE | $3,867 | $6,956-44.4% | $6,158-37.2% | $6,507-40.6% |
| Admin fee / account holder | $7,365 | $17,272-57.4% | $14,255-48.3% | $12,624-41.7% |