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 | $384,124 | $165,584+132.0% | $142,942+168.7% | $137,256+179.9% |
| Participation rate | 71.4% | 80.1%-8.6pp | 76.8%-5.4pp | 80.0%-8.5pp |
| Annual return | 15.50% | 164.22%-148.7pp | 113.70%-98.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,996 | $4,725+5.7% | $4,139+20.7% | $4,156+20.2% |
| Participant deferral / active EE | $12,391 | $8,194+51.2% | $7,128+73.8% | $6,407+93.4% |
| Admin fee / account holder | $21,868 | $16,167+35.3% | $12,475+75.3% | $12,270+78.2% |