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 | $251,100 | $209,411+19.9% | $178,490+40.7% | $158,922+58.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.17% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,793 | $5,706+19.0% | $5,011+35.6% | $4,761+42.7% |
| Participant deferral / active EE | $5,367 | $5,954-9.9% | $5,202+3.2% | $5,982-10.3% |
| Admin fee / account holder | $2,495 | $17,074-85.4% | $13,984-82.2% | $11,246-77.8% |