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 | $278,662 | $198,466+40.4% | $170,442+63.5% | $147,584+88.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.18% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,483 | $6,184-76.0% | $5,433-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $5,525 | $5,629-1.8% | $4,939+11.9% | $5,439+1.6% |
| Admin fee / account holder | $3,642 | $16,852-78.4% | $13,880-73.8% | $10,885-66.5% |