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 | $257,704 | $177,572+45.1% | $154,803+66.5% | $142,382+81.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 15.42% | 65.07%-49.6pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,133 | $4,810+48.3% | $4,305+65.7% | $4,299+65.9% |
| Participant deferral / active EE | $7,485 | $6,272+19.4% | $5,540+35.1% | $6,507+15.0% |
| Admin fee / account holder | $47,889 | $16,786+185.3% | $14,329+234.2% | $12,624+279.4% |