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 | $404,682 | $159,602+153.6% | $150,045+169.7% | $142,382+184.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.34% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $10,625 | $4,961+114.2% | $4,693+126.4% | $4,299+147.1% |
| Participant deferral / active EE | $7,712 | $8,310-7.2% | $7,997-3.6% | $6,507+18.5% |
| Admin fee / account holder | $12,347 | $14,846-16.8% | $13,435-8.1% | $12,624-2.2% |