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 | $262,312 | $177,572+47.7% | $154,803+69.4% | $142,382+84.2% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 17.37% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,251 | $4,810+29.9% | $4,305+45.2% | $4,299+45.4% |
| Participant deferral / active EE | $4,820 | $6,272-23.1% | $5,540-13.0% | $6,507-25.9% |
| Admin fee / account holder | $2,915 | $16,786-82.6% | $14,329-79.7% | $12,624-76.9% |