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 | $524,075 | $185,822+182.0% | $169,993+208.3% | $139,434+275.9% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 16.26% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $6,289 | $7,590-17.1% | $6,785-7.3% | $4,751+32.4% |
| Participant deferral / active EE | $14,885 | $11,622+28.1% | $10,408+43.0% | $6,710+121.8% |
| Admin fee / account holder | $7,309 | $15,381-52.5% | $12,815-43.0% | $11,403-35.9% |