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 | $400,165 | $102,966+288.6% | $90,281+343.2% | $152,861+161.8% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 20.56% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,168 | $3,139+64.7% | $2,854+81.1% | $4,762+8.5% |
| Participant deferral / active EE | $4,346 | $4,281+1.5% | $3,885+11.9% | $5,850-25.7% |
| Admin fee / account holder | $9,975 | $6,171+61.7% | $5,351+86.4% | $11,596-14.0% |