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 | $286,482 | $159,602+79.5% | $150,045+90.9% | $142,382+101.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,643 | $4,961+13.8% | $4,693+20.2% | $4,299+31.3% |
| Participant deferral / active EE | $10,979 | $8,310+32.1% | $7,997+37.3% | $6,507+68.7% |
| Admin fee / account holder | $21,510 | $14,846+44.9% | $13,435+60.1% | $12,624+70.4% |