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 | $406,229 | $159,602+154.5% | $150,045+170.7% | $142,382+185.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 18.40% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $10,878 | $4,961+119.3% | $4,693+131.8% | $4,299+153.0% |
| Participant deferral / active EE | $9,145 | $8,310+10.0% | $7,997+14.3% | $6,507+40.5% |
| Admin fee / account holder | $1,365 | $14,846-90.8% | $13,435-89.8% | $12,624-89.2% |