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 | $313,659 | $106,515+194.5% | $96,683+224.4% | $139,434+125.0% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 15.99% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,575 | $4,103+11.5% | $3,737+22.4% | $4,751-3.7% |
| Participant deferral / active EE | $9,151 | $5,454+67.8% | $4,878+87.6% | $6,710+36.4% |
| Admin fee / account holder | $5,819 | $7,877-26.1% | $6,730-13.5% | $11,403-49.0% |