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 | $372,051 | $183,519+102.7% | $155,509+139.2% | $145,922+155.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.51% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,525 | $5,313-71.3% | $4,672-67.4% | $4,660-67.3% |
| Participant deferral / active EE | $6,214 | $6,462-3.8% | $5,626+10.5% | $6,688-7.1% |
| Admin fee / account holder | $5,791 | $19,313-70.0% | $15,912-63.6% | $13,397-56.8% |