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 | $334,115 | $177,572+88.2% | $154,803+115.8% | $142,382+134.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.72% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,213 | $4,810+8.4% | $4,305+21.1% | $4,299+21.3% |
| Participant deferral / active EE | $3,252 | $6,272-48.1% | $5,540-41.3% | $6,507-50.0% |
| Admin fee / account holder | $1,915 | $16,786-88.6% | $14,329-86.6% | $12,624-84.8% |