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 | $603,433 | $106,515+466.5% | $96,683+524.1% | $139,434+332.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 11.53% | 38.43%-26.9pp | 35.69%-24.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,755 | $4,103+15.9% | $3,737+27.2% | $4,751+0.1% |
| Participant deferral / active EE | $13,921 | $5,454+155.3% | $4,878+185.4% | $6,710+107.5% |
| Admin fee / account holder | $9,849 | $7,877+25.0% | $6,730+46.4% | $11,403-13.6% |