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 | $813,180 | $159,602+409.5% | $150,045+442.0% | $142,382+471.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 13.37% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $14,641 | $4,961+195.1% | $4,693+212.0% | $4,299+240.6% |
| Participant deferral / active EE | $9,671 | $8,310+16.4% | $7,997+20.9% | $6,507+48.6% |
| Admin fee / account holder | $13,430 | $14,846-9.5% | $13,4350% | $12,624+6.4% |