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 | $275,844 | $159,602+72.8% | $150,045+83.8% | $142,382+93.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.68% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,938 | $4,961+60.0% | $4,693+69.1% | $4,299+84.6% |
| Participant deferral / active EE | $15,231 | $8,310+83.3% | $7,997+90.5% | $6,507+134.1% |
| Admin fee / account holder | $1,117 | $14,846-92.5% | $13,435-91.7% | $12,624-91.1% |