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 7-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 | $345,347 | $214,378+61.1% | $200,582+72.2% | $142,382+142.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 14.27% | 46.41%-32.1pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,610 | $6,841-61.8% | $6,419-59.3% | $4,299-39.3% |
| Participant deferral / active EE | $10,116 | $9,865+2.5% | $9,331+8.4% | $6,507+55.5% |
| Admin fee / account holder | $2,744 | $17,692-84.5% | $16,305-83.2% | $12,624-78.3% |