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 | $399,948 | $154,228+159.3% | $145,433+175.0% | $137,256+191.4% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 14.45% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,542 | $4,804-26.3% | $4,554-22.2% | $4,156-14.8% |
| Participant deferral / active EE | $10,782 | $8,216+31.2% | $7,897+36.5% | $6,407+68.3% |
| Admin fee / account holder | $14,413 | $14,344+0.5% | $13,129+9.8% | $12,270+17.5% |