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 | $303,490 | $148,534+104.3% | $135,903+123.3% | $139,434+117.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 19.89% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $6,044 | $5,243+15.3% | $4,856+24.5% | $4,751+27.2% |
| Participant deferral / active EE | $13,017 | $8,100+60.7% | $7,758+67.8% | $6,710+94.0% |
| Admin fee / account holder | $546 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |