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 | $413,200 | $165,335+149.9% | $149,696+176.0% | $158,922+160.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 8.49% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $928 | $5,103-81.8% | $4,644-80.0% | $4,761-80.5% |
| Participant deferral / active EE | $11,259 | $7,181+56.8% | $6,842+64.6% | $5,982+88.2% |
| Admin fee / account holder | $99,929 | $10,807+824.7% | $9,309+973.5% | $11,246+788.6% |