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 | $266,941 | $148,534+79.7% | $135,903+96.4% | $139,434+91.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 26.35% | 79.19%-52.8pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,554 | $5,243-32.2% | $4,856-26.8% | $4,751-25.2% |
| Participant deferral / active EE | $9,872 | $8,100+21.9% | $7,758+27.2% | $6,710+47.1% |
| Admin fee / account holder | $1,792 | $12,400-85.5% | $10,762-83.3% | $11,403-84.3% |