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 | $299,904 | $159,934+87.5% | $147,005+104.0% | $145,959+105.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.84% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,274 | $5,287-57.0% | $4,934-53.9% | $4,661-51.2% |
| Participant deferral / active EE | $13,131 | $8,427+55.8% | $8,070+62.7% | $6,689+96.3% |
| Admin fee / account holder | $1,987 | $15,053-86.8% | $13,006-84.7% | $13,398-85.2% |