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 | $266,649 | $177,572+50.2% | $154,803+72.3% | $142,382+87.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.50% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,038 | $4,810-78.4% | $4,305-75.9% | $4,299-75.9% |
| Participant deferral / active EE | $4,447 | $6,272-29.1% | $5,540-19.7% | $6,507-31.7% |
| Admin fee / account holder | $9,243 | $16,786-44.9% | $14,329-35.5% | $12,624-26.8% |