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 | $416,509 | $209,411+98.9% | $178,490+133.4% | $158,922+162.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 24.95% | 188.75%-163.8pp | 151.07%-126.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $8,383 | $5,706+46.9% | $5,011+67.3% | $4,761+76.1% |
| Participant deferral / active EE | $5,511 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $11,332 | $17,074-33.6% | $13,984-19.0% | $11,246+0.8% |