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 | $271,415 | $183,519+47.9% | $155,509+74.5% | $145,922+86.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.82% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,800 | $5,313-47.3% | $4,672-40.1% | $4,660-39.9% |
| Participant deferral / active EE | $7,111 | $6,462+10.0% | $5,626+26.4% | $6,688+6.3% |
| Admin fee / account holder | $3,649 | $19,313-81.1% | $15,912-77.1% | $13,397-72.8% |