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 | $304,413 | $111,535+172.9% | $105,223+189.3% | $137,256+121.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 12.18% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,758 | $3,939+20.8% | $3,689+29.0% | $4,156+14.5% |
| Participant deferral / active EE | $7,907 | $5,500+43.8% | $5,072+55.9% | $6,407+23.4% |
| Admin fee / account holder | $978 | $9,721-89.9% | $8,859-89.0% | $12,270-92.0% |