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 | $397,992 | $176,056+126.1% | $159,436+149.6% | $167,490+137.6% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 12.16% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $7,486 | $5,297+41.3% | $4,829+55.0% | $4,837+54.8% |
| Participant deferral / active EE | $10,205 | $7,750+31.7% | $7,352+38.8% | $6,341+60.9% |
| Admin fee / account holder | $8,870 | $12,554-29.3% | $10,799-17.9% | $12,309-27.9% |