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 | $353,574 | $177,572+99.1% | $154,803+128.4% | $142,382+148.3% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 16.46% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,283 | $4,810+72.2% | $4,305+92.4% | $4,299+92.7% |
| Participant deferral / active EE | $7,068 | $6,272+12.7% | $5,540+27.6% | $6,507+8.6% |
| Admin fee / account holder | $2,109 | $16,786-87.4% | $14,329-85.3% | $12,624-83.3% |