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 | $279,611 | $209,411+33.5% | $178,490+56.7% | $158,922+75.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 22.85% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $7,087 | $5,706+24.2% | $5,011+41.4% | $4,761+48.8% |
| Participant deferral / active EE | $5,643 | $5,954-5.2% | $5,202+8.5% | $5,982-5.7% |
| Admin fee / account holder | $3,429 | $17,074-79.9% | $13,984-75.5% | $11,246-69.5% |