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 | $326,049 | $179,726+81.4% | $156,263+108.7% | $142,382+129.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 20.77% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,510 | $5,069+8.7% | $4,333+27.2% | $4,299+28.2% |
| Participant deferral / active EE | $4,630 | $6,956-33.4% | $6,158-24.8% | $6,507-28.8% |
| Admin fee / account holder | $11,275 | $17,272-34.7% | $14,255-20.9% | $12,624-10.7% |