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 | $257,871 | $175,202+47.2% | $149,673+72.3% | $139,434+84.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.96% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,610 | $5,474+75.6% | $4,818+99.5% | $4,751+102.3% |
| Participant deferral / active EE | $4,955 | $6,519-24.0% | $5,680-12.8% | $6,710-26.2% |
| Admin fee / account holder | $3,416 | $16,150-78.9% | $13,210-74.1% | $11,403-70.0% |