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 | $375,787 | $90,348+315.9% | $75,972+394.6% | $145,922+157.5% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 12.35% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,067 | $3,311-7.4% | $2,685+14.2% | $4,660-34.2% |
| Participant deferral / active EE | $6,609 | $5,162+28.0% | $4,255+55.3% | $6,688-1.2% |
| Admin fee / account holder | $5,257 | $8,467-37.9% | $6,467-18.7% | $13,397-60.8% |