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 | $396,606 | $179,726+120.7% | $156,263+153.8% | $142,382+178.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 13.89% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,913 | $5,069-3.1% | $4,333+13.4% | $4,299+14.3% |
| Participant deferral / active EE | $7,890 | $6,956+13.4% | $6,158+28.1% | $6,507+21.2% |
| Admin fee / account holder | $5,186 | $17,272-70.0% | $14,255-63.6% | $12,624-58.9% |