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 | $502,527 | $159,602+214.9% | $150,045+234.9% | $142,382+252.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.71% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,278 | $4,961-33.9% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $8,708 | $8,310+4.8% | $7,997+8.9% | $6,507+33.8% |
| Admin fee / account holder | $2,441 | $14,846-83.6% | $13,435-81.8% | $12,624-80.7% |