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 | $403,073 | $227,553+77.1% | $189,557+112.6% | $167,490+140.7% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 17.41% | 78.40%-61.0pp | 64.17%-46.8pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,573 | $5,316-32.8% | $4,412-19.0% | $4,837-26.1% |
| Participant deferral / active EE | $10,733 | $7,002+53.3% | $6,174+73.9% | $6,341+69.3% |
| Admin fee / account holder | $26,454 | $11,878+122.7% | $9,807+169.7% | $12,309+114.9% |