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 | $338,960 | $217,402+55.9% | $185,823+82.4% | $167,490+102.4% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 14.93% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,761 | $5,873-1.9% | $5,167+11.5% | $4,837+19.1% |
| Participant deferral / active EE | $6,469 | $6,356+1.8% | $5,568+16.2% | $6,341+2.0% |
| Admin fee / account holder | $4,861 | $19,811-75.5% | $16,237-70.1% | $12,309-60.5% |