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 | $314,301 | $175,202+79.4% | $149,673+110.0% | $139,434+125.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 16.23% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,503 | $5,474-36.0% | $4,818-27.3% | $4,751-26.3% |
| Participant deferral / active EE | $8,437 | $6,519+29.4% | $5,680+48.5% | $6,710+25.7% |
| Admin fee / account holder | $52,343 | $16,150+224.1% | $13,210+296.2% | $11,403+359.0% |