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 6-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 | $336,470 | $183,519+83.3% | $155,509+116.4% | $145,922+130.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.74% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,365 | $5,313-17.8% | $4,672-6.6% | $4,660-6.3% |
| Participant deferral / active EE | $6,017 | $6,462-6.9% | $5,626+6.9% | $6,688-10.0% |
| Admin fee / account holder | $11,689 | $19,313-39.5% | $15,912-26.5% | $13,397-12.8% |