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 | $257,583 | $148,534+73.4% | $135,903+89.5% | $139,434+84.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.75% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $5,503 | $5,243+5.0% | $4,856+13.3% | $4,751+15.8% |
| Participant deferral / active EE | $10,031 | $8,100+23.8% | $7,758+29.3% | $6,710+49.5% |
| Admin fee / account holder | $86,055 | $12,400+594.0% | $10,762+699.6% | $11,403+654.7% |