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 | $291,278 | $209,411+39.1% | $178,490+63.2% | $158,922+83.3% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 18.90% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $8,282 | $5,706+45.1% | $5,011+65.3% | $4,761+73.9% |
| Participant deferral / active EE | $6,456 | $5,954+8.4% | $5,202+24.1% | $5,982+7.9% |
| Admin fee / account holder | $3,667 | $17,074-78.5% | $13,984-73.8% | $11,246-67.4% |