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 | $377,146 | $148,534+153.9% | $135,903+177.5% | $139,434+170.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 13.59% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $7,055 | $5,243+34.6% | $4,856+45.3% | $4,751+48.5% |
| Participant deferral / active EE | $5,970 | $8,100-26.3% | $7,758-23.0% | $6,710-11.0% |
| Admin fee / account holder | $15,388 | $12,400+24.1% | $10,762+43.0% | $11,403+35.0% |