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 | $370,824 | $165,335+124.3% | $149,696+147.7% | $158,922+133.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.43% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,435 | $5,103-52.3% | $4,644-47.6% | $4,761-48.8% |
| Participant deferral / active EE | $9,059 | $7,181+26.1% | $6,842+32.4% | $5,982+51.4% |
| Admin fee / account holder | $7,317 | $10,807-32.3% | $9,309-21.4% | $11,246-34.9% |