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 | $285,272 | $159,602+78.7% | $150,045+90.1% | $142,382+100.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.89% | 70.24%-55.3pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,453 | $4,961-10.2% | $4,693-5.1% | $4,299+3.6% |
| Participant deferral / active EE | $6,700 | $8,310-19.4% | $7,997-16.2% | $6,507+3.0% |
| Admin fee / account holder | $6,471 | $14,846-56.4% | $13,435-51.8% | $12,624-48.7% |