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 | $330,841 | $232,540+42.3% | $185,117+78.7% | $147,584+124.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 16.39% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,752 | $5,195-47.0% | $4,182-34.2% | $4,876-43.6% |
| Participant deferral / active EE | $3,620 | $5,834-37.9% | $5,045-28.2% | $5,439-33.4% |
| Admin fee / account holder | $6,049 | $10,275-41.1% | $8,159-25.9% | $10,885-44.4% |