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 | $308,551 | $232,540+32.7% | $185,117+66.7% | $147,584+109.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 17.32% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,139 | $5,195-20.3% | $4,182-1.0% | $4,876-15.1% |
| Participant deferral / active EE | $11,225 | $5,834+92.4% | $5,045+122.5% | $5,439+106.4% |
| Admin fee / account holder | $11,118 | $10,275+8.2% | $8,159+36.3% | $10,885+2.1% |