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 | $159,602+153.0% | $150,045+169.1% | $142,382+183.6% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 13.92% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,246 | $4,961+126.7% | $4,693+139.6% | $4,299+161.6% |
| Participant deferral / active EE | $11,737 | $8,310+41.2% | $7,997+46.8% | $6,507+80.4% |
| Admin fee / account holder | $2,618 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |