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 | $282,536 | $159,602+77.0% | $150,045+88.3% | $142,382+98.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.49% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $14,482 | $4,961+191.9% | $4,693+208.6% | $4,299+236.9% |
| Participant deferral / active EE | $12,326 | $8,310+48.3% | $7,997+54.1% | $6,507+89.4% |
| Admin fee / account holder | $1,245 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |