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 | $283,605 | $177,572+59.7% | $154,803+83.2% | $142,382+99.2% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 15.65% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,429 | $4,810+96.0% | $4,305+119.0% | $4,299+119.3% |
| Participant deferral / active EE | $6,763 | $6,272+7.8% | $5,540+22.1% | $6,507+3.9% |
| Admin fee / account holder | $1,238 | $16,786-92.6% | $14,329-91.4% | $12,624-90.2% |