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 | $278,514 | $185,822+49.9% | $169,993+63.8% | $139,434+99.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 10.91% | 60.50%-49.6pp | 53.37%-42.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,030 | $7,590-33.7% | $6,785-25.9% | $4,751+5.9% |
| Participant deferral / active EE | $11,554 | $11,622-0.6% | $10,408+11.0% | $6,710+72.2% |
| Admin fee / account holder | $1,366 | $15,381-91.1% | $12,815-89.3% | $11,403-88.0% |