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 | $265,039 | $183,963+44.1% | $162,163+63.4% | $152,861+73.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 17.60% | 150.76%-133.2pp | 115.59%-98.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,077 | $6,371-67.4% | $5,614-63.0% | $4,762-56.4% |
| Participant deferral / active EE | $7,434 | $8,034-7.5% | $7,298+1.9% | $5,850+27.1% |
| Admin fee / account holder | $7,491 | $13,121-42.9% | $10,843-30.9% | $11,596-35.4% |