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 | $298,874 | $183,519+62.9% | $155,509+92.2% | $145,922+104.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.03% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,310 | $5,313-37.7% | $4,672-29.2% | $4,660-29.0% |
| Participant deferral / active EE | $5,204 | $6,462-19.5% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $12,261 | $19,313-36.5% | $15,912-22.9% | $13,397-8.5% |