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 | $370,622 | $214,378+72.9% | $200,582+84.8% | $142,382+160.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.49% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $10,416 | $6,841+52.2% | $6,419+62.3% | $4,299+142.3% |
| Participant deferral / active EE | $24,592 | $9,865+149.3% | $9,331+163.6% | $6,507+277.9% |
| Admin fee / account holder | $18,871 | $17,692+6.7% | $16,305+15.7% | $12,624+49.5% |