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 | $442,443 | $177,572+149.2% | $154,803+185.8% | $142,382+210.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.66% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,672 | $4,810-44.4% | $4,305-37.9% | $4,299-37.8% |
| Participant deferral / active EE | $7,612 | $6,272+21.4% | $5,540+37.4% | $6,507+17.0% |
| Admin fee / account holder | $2,394 | $16,786-85.7% | $14,329-83.3% | $12,624-81.0% |