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 | $485,358 | $175,202+177.0% | $149,673+224.3% | $139,434+248.1% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 17.73% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $7,415 | $5,474+35.5% | $4,818+53.9% | $4,751+56.1% |
| Participant deferral / active EE | $6,048 | $6,519-7.2% | $5,680+6.5% | $6,710-9.9% |
| Admin fee / account holder | $1,246 | $16,150-92.3% | $13,210-90.6% | $11,403-89.1% |