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 | $298,917 | $214,378+39.4% | $200,582+49.0% | $142,382+109.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 13.53% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,161 | $6,841-39.2% | $6,419-35.2% | $4,299-3.2% |
| Participant deferral / active EE | $11,921 | $9,865+20.8% | $9,331+27.8% | $6,507+83.2% |
| Admin fee / account holder | $34,569 | $17,692+95.4% | $16,305+112.0% | $12,624+173.8% |