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 | $393,598 | $209,411+88.0% | $178,490+120.5% | $158,922+147.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 25.73% | 188.75%-163.0pp | 151.07%-125.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $11,520 | $5,706+101.9% | $5,011+129.9% | $4,761+142.0% |
| Participant deferral / active EE | $7,185 | $5,954+20.7% | $5,202+38.1% | $5,982+20.1% |
| Admin fee / account holder | $3,170 | $17,074-81.4% | $13,984-77.3% | $11,246-71.8% |