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 | $353,314 | $179,726+96.6% | $156,263+126.1% | $142,382+148.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 16.60% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,621 | $5,069+10.9% | $4,333+29.7% | $4,299+30.8% |
| Participant deferral / active EE | $7,059 | $6,956+1.5% | $6,158+14.6% | $6,507+8.5% |
| Admin fee / account holder | $110,677 | $17,272+540.8% | $14,255+676.4% | $12,624+776.7% |