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 | $269,756 | $94,752+184.7% | $112,887+139.0% | $139,434+93.5% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 28.79% | 40.88%-12.1pp | 34.10%-5.3pp | 372.94%-344.2pp |
| Employer contribution / active EE | $4,714 | $4,625+1.9% | $4,563+3.3% | $4,751-0.8% |
| Participant deferral / active EE | $16,593 | $6,512+154.8% | $6,513+154.8% | $6,710+147.3% |
| Admin fee / account holder | $1,338 | $8,527-84.3% | $7,047-81.0% | $11,403-88.3% |