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 | $324,614 | $183,519+76.9% | $155,509+108.7% | $145,922+122.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.78% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,426 | $5,313-16.7% | $4,672-5.3% | $4,660-5.0% |
| Participant deferral / active EE | $7,338 | $6,462+13.5% | $5,626+30.4% | $6,688+9.7% |
| Admin fee / account holder | $18,493 | $19,313-4.2% | $15,912+16.2% | $13,397+38.0% |