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 | $443,373 | $175,202+153.1% | $149,673+196.2% | $139,434+218.0% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 19.23% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $6,602 | $5,474+20.6% | $4,818+37.0% | $4,751+39.0% |
| Participant deferral / active EE | $8,734 | $6,519+34.0% | $5,680+53.8% | $6,710+30.2% |
| Admin fee / account holder | $758 | $16,150-95.3% | $13,210-94.3% | $11,403-93.4% |