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 | $340,558 | $159,602+113.4% | $150,045+127.0% | $142,382+139.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.96% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,569 | $4,961+12.3% | $4,693+18.7% | $4,299+29.5% |
| Participant deferral / active EE | $11,634 | $8,310+40.0% | $7,997+45.5% | $6,507+78.8% |
| Admin fee / account holder | $2,230 | $14,846-85.0% | $13,435-83.4% | $12,624-82.3% |