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 | $403,783 | $154,228+161.8% | $145,433+177.6% | $137,256+194.2% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 13.92% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $11,246 | $4,804+134.1% | $4,554+146.9% | $4,156+170.6% |
| Participant deferral / active EE | $11,737 | $8,216+42.8% | $7,897+48.6% | $6,407+83.2% |
| Admin fee / account holder | $2,618 | $14,344-81.8% | $13,129-80.1% | $12,270-78.7% |