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 | $287,780 | $177,572+62.1% | $154,803+85.9% | $142,382+102.1% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 13.47% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,188 | $4,810-54.5% | $4,305-49.2% | $4,299-49.1% |
| Participant deferral / active EE | $4,950 | $6,272-21.1% | $5,540-10.7% | $6,507-23.9% |
| Admin fee / account holder | $6,268 | $16,786-62.7% | $14,329-56.3% | $12,624-50.4% |