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 | $381,149 | $179,726+112.1% | $156,263+143.9% | $142,382+167.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 16.83% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,182 | $5,069+2.2% | $4,333+19.6% | $4,299+20.5% |
| Participant deferral / active EE | $24,284 | $6,956+249.1% | $6,158+294.3% | $6,507+273.2% |
| Admin fee / account holder | $9,383 | $17,272-45.7% | $14,255-34.2% | $12,624-25.7% |