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 7-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 | $272,542 | $175,202+55.6% | $149,673+82.1% | $139,434+95.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 12.74% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,391 | $5,474-38.1% | $4,818-29.6% | $4,751-28.6% |
| Participant deferral / active EE | $8,931 | $6,519+37.0% | $5,680+57.2% | $6,710+33.1% |
| Admin fee / account holder | $18,412 | $16,150+14.0% | $13,210+39.4% | $11,403+61.5% |