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 | $350,311 | $111,754+213.5% | $103,333+239.0% | $145,922+140.1% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 23.65% | 24.77%-1.1pp | 24.88%-1.2pp | 561.29%-537.6pp |
| Employer contribution / active EE | $4,461 | $4,212+5.9% | $3,868+15.3% | $4,660-4.3% |
| Participant deferral / active EE | $8,715 | $5,619+55.1% | $5,057+72.3% | $6,688+30.3% |
| Admin fee / account holder | $750 | $9,750-92.3% | $8,355-91.0% | $13,397-94.4% |