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 | $369,210 | $179,726+105.4% | $156,263+136.3% | $142,382+159.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 12.76% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,971 | $5,069+57.2% | $4,333+83.9% | $4,299+85.4% |
| Participant deferral / active EE | $8,088 | $6,956+16.3% | $6,158+31.3% | $6,507+24.3% |
| Admin fee / account holder | $3,273 | $17,272-81.1% | $14,255-77.0% | $12,624-74.1% |