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 | $282,175 | $175,202+61.1% | $149,673+88.5% | $139,434+102.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 20.06% | 166.71%-146.6pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,392 | $5,474-56.3% | $4,818-50.4% | $4,751-49.7% |
| Participant deferral / active EE | $6,322 | $6,519-3.0% | $5,680+11.3% | $6,710-5.8% |
| Admin fee / account holder | $5,195 | $16,150-67.8% | $13,210-60.7% | $11,403-54.4% |