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 | $302,455 | $175,202+72.6% | $149,673+102.1% | $139,434+116.9% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 20.30% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $12,084 | $5,474+120.7% | $4,818+150.8% | $4,751+154.4% |
| Participant deferral / active EE | $15,002 | $6,519+130.1% | $5,680+164.1% | $6,710+123.6% |
| Admin fee / account holder | $4,076 | $16,150-74.8% | $13,210-69.1% | $11,403-64.3% |