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 | $295,927 | $175,202+68.9% | $149,673+97.7% | $139,434+112.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.20% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $9,173 | $5,474+67.6% | $4,818+90.4% | $4,751+93.1% |
| Participant deferral / active EE | $7,031 | $6,519+7.9% | $5,680+23.8% | $6,710+4.8% |
| Admin fee / account holder | $7,826 | $16,150-51.5% | $13,210-40.8% | $11,403-31.4% |