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 | $369,371 | $148,534+148.7% | $135,903+171.8% | $139,434+164.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 13.12% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $5,037 | $5,243-3.9% | $4,856+3.7% | $4,751+6.0% |
| Participant deferral / active EE | $8,181 | $8,100+1.0% | $7,758+5.5% | $6,710+21.9% |
| Admin fee / account holder | $137,646 | $12,400+1010.1% | $10,762+1179.0% | $11,403+1107.2% |