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 | $332,607 | $185,822+79.0% | $169,993+95.7% | $139,434+138.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 15.52% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,146 | $7,590-58.5% | $6,785-53.6% | $4,751-33.8% |
| Participant deferral / active EE | $12,887 | $11,622+10.9% | $10,408+23.8% | $6,710+92.0% |
| Admin fee / account holder | $11,415 | $15,381-25.8% | $12,815-10.9% | $11,403+0.1% |