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 5-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 | $252,799 | $185,822+36.0% | $169,993+48.7% | $139,434+81.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 20.75% | 60.50%-39.8pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $10,031 | $7,590+32.2% | $6,785+47.8% | $4,751+111.1% |
| Participant deferral / active EE | $12,808 | $11,622+10.2% | $10,408+23.1% | $6,710+90.9% |
| Admin fee / account holder | $1,912 | $15,381-87.6% | $12,815-85.1% | $11,403-83.2% |