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 | $267,704 | $148,534+80.2% | $135,903+97.0% | $139,434+92.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.42% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,245 | $5,243-57.2% | $4,856-53.8% | $4,751-52.7% |
| Participant deferral / active EE | $11,418 | $8,100+41.0% | $7,758+47.2% | $6,710+70.2% |
| Admin fee / account holder | $2,662 | $12,400-78.5% | $10,762-75.3% | $11,403-76.7% |