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 | $553,106 | $177,572+211.5% | $154,803+257.3% | $142,382+288.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.15% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,784 | $4,810+20.2% | $4,305+34.4% | $4,299+34.5% |
| Participant deferral / active EE | $11,029 | $6,272+75.9% | $5,540+99.1% | $6,507+69.5% |
| Admin fee / account holder | $6,110 | $16,786-63.6% | $14,329-57.4% | $12,624-51.6% |