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 | $309,605 | $228,332+35.6% | $185,823+66.6% | $158,922+94.8% |
| Participation rate | 81.3% | 82.3%-1.0pp | 78.0%+3.2pp | 82.0%-0.7pp |
| Annual return | 21.62% | 40.80%-19.2pp | 35.95%-14.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,108 | $4,967-77.7% | $4,087-72.9% | $4,761-76.7% |
| Participant deferral / active EE | $7,664 | $6,415+19.5% | $5,632+36.1% | $5,982+28.1% |
| Admin fee / account holder | $5,634 | $11,864-52.5% | $9,500-40.7% | $11,246-49.9% |