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 | $578,172 | $209,411+176.1% | $178,490+223.9% | $158,922+263.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.74% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,473 | $5,706-4.1% | $5,011+9.2% | $4,761+15.0% |
| Participant deferral / active EE | $6,845 | $5,954+15.0% | $5,202+31.6% | $5,982+14.4% |
| Admin fee / account holder | $6,509 | $17,074-61.9% | $13,984-53.5% | $11,246-42.1% |