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 | $336,381 | $165,335+103.5% | $149,696+124.7% | $158,922+111.7% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 19.83% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,661 | $5,103-67.5% | $4,644-64.2% | $4,761-65.1% |
| Participant deferral / active EE | $7,766 | $7,181+8.1% | $6,842+13.5% | $5,982+29.8% |
| Admin fee / account holder | $4,291 | $10,807-60.3% | $9,309-53.9% | $11,246-61.8% |