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 | $332,822 | $198,466+67.7% | $170,442+95.3% | $147,584+125.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.96% | 257.29%-242.3pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $9,741 | $6,184+57.5% | $5,433+79.3% | $4,876+99.8% |
| Participant deferral / active EE | $8,831 | $5,629+56.9% | $4,939+78.8% | $5,439+62.4% |
| Admin fee / account holder | $3,412 | $16,852-79.8% | $13,880-75.4% | $10,885-68.7% |