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 | $331,981 | $185,822+78.7% | $169,993+95.3% | $139,434+138.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 25.43% | 60.50%-35.1pp | 53.37%-27.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,742 | $7,590-63.9% | $6,785-59.6% | $4,751-42.3% |
| Participant deferral / active EE | $6,955 | $11,622-40.2% | $10,408-33.2% | $6,710+3.6% |
| Admin fee / account holder | $1,503 | $15,381-90.2% | $12,815-88.3% | $11,403-86.8% |