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 | $255,681 | $175,202+45.9% | $149,673+70.8% | $139,434+83.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 16.86% | 166.71%-149.8pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,961 | $5,474-45.9% | $4,818-38.5% | $4,751-37.7% |
| Participant deferral / active EE | $10,055 | $6,519+54.2% | $5,680+77.0% | $6,710+49.8% |
| Admin fee / account holder | $521 | $16,150-96.8% | $13,210-96.1% | $11,403-95.4% |