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 | $274,613 | $214,378+28.1% | $200,582+36.9% | $142,382+92.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 14.33% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,212 | $6,841+5.4% | $6,419+12.4% | $4,299+67.8% |
| Participant deferral / active EE | $4,554 | $9,865-53.8% | $9,331-51.2% | $6,507-30.0% |
| Admin fee / account holder | $3,318 | $17,692-81.2% | $16,305-79.6% | $12,624-73.7% |