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 | $479,314 | $185,822+157.9% | $169,993+182.0% | $139,434+243.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 19.14% | 60.50%-41.4pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,871 | $7,590-62.2% | $6,785-57.7% | $4,751-39.6% |
| Participant deferral / active EE | $6,117 | $11,622-47.4% | $10,408-41.2% | $6,710-8.8% |
| Admin fee / account holder | $15,914 | $15,381+3.5% | $12,815+24.2% | $11,403+39.6% |