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 | $370,701 | $177,572+108.8% | $154,803+139.5% | $142,382+160.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 12.19% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,326 | $4,810+31.5% | $4,305+46.9% | $4,299+47.2% |
| Participant deferral / active EE | $5,286 | $6,272-15.7% | $5,540-4.6% | $6,507-18.8% |
| Admin fee / account holder | $3,337 | $16,786-80.1% | $14,329-76.7% | $12,624-73.6% |