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 | $376,140 | $106,515+253.1% | $96,683+289.0% | $139,434+169.8% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 15.23% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,926 | $4,103-4.3% | $3,737+5.1% | $4,751-17.4% |
| Participant deferral / active EE | $11,720 | $5,454+114.9% | $4,878+140.2% | $6,710+74.7% |
| Admin fee / account holder | $28,493 | $7,877+261.7% | $6,730+323.4% | $11,403+149.9% |