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 | $270,340 | $159,602+69.4% | $150,045+80.2% | $142,382+89.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,424 | $4,961-31.0% | $4,693-27.0% | $4,299-20.4% |
| Participant deferral / active EE | $7,958 | $8,310-4.2% | $7,997-0.5% | $6,507+22.3% |
| Admin fee / account holder | $12,892 | $14,846-13.2% | $13,435-4.0% | $12,624+2.1% |