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 | $263,010 | $214,378+22.7% | $200,582+31.1% | $142,382+84.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.15% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,534 | $6,841-48.3% | $6,419-44.9% | $4,299-17.8% |
| Participant deferral / active EE | $11,502 | $9,865+16.6% | $9,331+23.3% | $6,507+76.8% |
| Admin fee / account holder | $2,723 | $17,692-84.6% | $16,305-83.3% | $12,624-78.4% |