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 | $304,450 | $179,726+69.4% | $156,263+94.8% | $142,382+113.8% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 15.93% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $8,365 | $5,069+65.0% | $4,333+93.1% | $4,299+94.6% |
| Participant deferral / active EE | $8,360 | $6,956+20.2% | $6,158+35.7% | $6,507+28.5% |
| Admin fee / account holder | $4,907 | $17,272-71.6% | $14,255-65.6% | $12,624-61.1% |