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 | $330,537 | $74,888+341.4% | $71,209+364.2% | $142,382+132.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.78% | 345.14%-330.4pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,137 | $2,854+9.9% | $2,721+15.3% | $4,299-27.0% |
| Participant deferral / active EE | $14,872 | $4,454+233.9% | $4,175+256.2% | $6,507+128.5% |
| Admin fee / account holder | $54,319 | $5,568+875.5% | $5,349+915.5% | $12,624+330.3% |