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 | $320,013 | $185,822+72.2% | $169,993+88.3% | $139,434+129.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 19.82% | 60.50%-40.7pp | 53.37%-33.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,178 | $7,590-45.0% | $6,785-38.4% | $4,751-12.1% |
| Participant deferral / active EE | $5,571 | $11,622-52.1% | $10,408-46.5% | $6,710-17.0% |
| Admin fee / account holder | $1,718 | $15,381-88.8% | $12,815-86.6% | $11,403-84.9% |