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 | $353,375 | $238,490+48.2% | $180,183+96.1% | $142,382+148.2% |
| Participation rate | 87.5% | 82.3%+5.2pp | 77.4%+10.1pp | 80.1%+7.4pp |
| Annual return | 14.80% | 33.56%-18.8pp | 27.86%-13.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,202 | $6,143+33.5% | $5,039+62.8% | $4,299+90.8% |
| Participant deferral / active EE | $13,220 | $7,996+65.3% | $6,822+93.8% | $6,507+103.2% |
| Admin fee / account holder | $5,611 | $28,866-80.6% | $19,975-71.9% | $12,624-55.6% |