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 | $348,863 | $177,572+96.5% | $154,803+125.4% | $142,382+145.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 13.91% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,261 | $4,810+9.4% | $4,305+22.2% | $4,299+22.4% |
| Participant deferral / active EE | $7,134 | $6,272+13.8% | $5,540+28.8% | $6,507+9.6% |
| Admin fee / account holder | $2,262 | $16,786-86.5% | $14,329-84.2% | $12,624-82.1% |