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 | $370,304 | $114,381+223.7% | $107,525+244.4% | $142,382+160.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.35% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,896 | $4,015-2.9% | $3,754+3.8% | $4,299-9.4% |
| Participant deferral / active EE | $5,462 | $5,564-1.8% | $5,116+6.8% | $6,507-16.1% |
| Admin fee / account holder | $2,472 | $9,860-74.9% | $8,919-72.3% | $12,624-80.4% |