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 | $282,157 | $175,202+61.0% | $149,673+88.5% | $139,434+102.4% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 14.88% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,874 | $5,474+7.3% | $4,818+21.9% | $4,751+23.6% |
| Participant deferral / active EE | $6,154 | $6,519-5.6% | $5,680+8.3% | $6,710-8.3% |
| Admin fee / account holder | $39,199 | $16,150+142.7% | $13,210+196.7% | $11,403+243.8% |