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 | $253,905 | $177,572+43.0% | $154,803+64.0% | $142,382+78.3% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 20.69% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $9,264 | $4,810+92.6% | $4,305+115.2% | $4,299+115.5% |
| Participant deferral / active EE | $7,404 | $6,272+18.1% | $5,540+33.6% | $6,507+13.8% |
| Admin fee / account holder | $2,431 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |