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 | $386,571 | $197,591+95.6% | $177,821+117.4% | $158,922+143.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 35.76% | 58.76%-23.0pp | 48.32%-12.6pp | 302.83%-267.1pp |
| Employer contribution / active EE | $1,841 | $6,697-72.5% | $5,918-68.9% | $4,761-61.3% |
| Participant deferral / active EE | $9,720 | $8,405+15.6% | $7,714+26.0% | $5,982+62.5% |
| Admin fee / account holder | $13,593 | $15,399-11.7% | $12,427+9.4% | $11,246+20.9% |