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 | $343,599 | $214,378+60.3% | $200,582+71.3% | $142,382+141.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 11.91% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,766 | $6,841-30.3% | $6,419-25.8% | $4,299+10.9% |
| Participant deferral / active EE | $16,796 | $9,865+70.3% | $9,331+80.0% | $6,507+158.1% |
| Admin fee / account holder | $66,116 | $17,692+273.7% | $16,305+305.5% | $12,624+423.7% |