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 | $313,205 | $185,822+68.6% | $169,993+84.2% | $139,434+124.6% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 18.12% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,434 | $7,590-67.9% | $6,785-64.1% | $4,751-48.8% |
| Participant deferral / active EE | $5,907 | $11,622-49.2% | $10,408-43.2% | $6,710-12.0% |
| Admin fee / account holder | $9,267 | $15,381-39.7% | $12,815-27.7% | $11,403-18.7% |