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 | $264,256 | $157,256+68.0% | $141,162+87.2% | $152,861+72.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.72% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,997 | $5,261-24.0% | $4,735-15.6% | $4,762-16.1% |
| Participant deferral / active EE | $8,552 | $7,109+20.3% | $6,709+27.5% | $5,850+46.2% |
| Admin fee / account holder | $2,275 | $12,120-81.2% | $10,261-77.8% | $11,596-80.4% |