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 | $374,473 | $177,572+110.9% | $154,803+141.9% | $142,382+163.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 11.47% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $12,618 | $4,810+162.3% | $4,305+193.1% | $4,299+193.5% |
| Participant deferral / active EE | $9,241 | $6,272+47.3% | $5,540+66.8% | $6,507+42.0% |
| Admin fee / account holder | $5,742 | $16,786-65.8% | $14,329-59.9% | $12,624-54.5% |