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 | $252,787 | $177,572+42.4% | $154,803+63.3% | $142,382+77.5% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 16.37% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,091 | $4,810+5.8% | $4,305+18.2% | $4,299+18.4% |
| Participant deferral / active EE | $4,574 | $6,272-27.1% | $5,540-17.4% | $6,507-29.7% |
| Admin fee / account holder | $4,124 | $16,786-75.4% | $14,329-71.2% | $12,624-67.3% |