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 | $268,652 | $185,822+44.6% | $169,993+58.0% | $139,434+92.7% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 16.62% | 60.50%-43.9pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,346 | $7,590-55.9% | $6,785-50.7% | $4,751-29.6% |
| Participant deferral / active EE | $12,709 | $11,622+9.4% | $10,408+22.1% | $6,710+89.4% |
| Admin fee / account holder | $837 | $15,381-94.6% | $12,815-93.5% | $11,403-92.7% |