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 | $434,539 | $214,378+102.7% | $200,582+116.6% | $142,382+205.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 15.87% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,617 | $6,841-32.5% | $6,419-28.1% | $4,299+7.4% |
| Participant deferral / active EE | $12,937 | $9,865+31.1% | $9,331+38.6% | $6,507+98.8% |
| Admin fee / account holder | $2,511 | $17,692-85.8% | $16,305-84.6% | $12,624-80.1% |