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 | $330,335 | $197,591+67.2% | $177,821+85.8% | $158,922+107.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 14.55% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,646 | $6,697-60.5% | $5,918-55.3% | $4,761-44.4% |
| Participant deferral / active EE | $5,581 | $8,405-33.6% | $7,714-27.7% | $5,982-6.7% |
| Admin fee / account holder | $5,977 | $15,399-61.2% | $12,427-51.9% | $11,246-46.9% |