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 | $350,095 | $214,378+63.3% | $200,582+74.5% | $142,382+145.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 14.93% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $9,165 | $6,841+34.0% | $6,419+42.8% | $4,299+113.2% |
| Participant deferral / active EE | $9,290 | $9,865-5.8% | $9,331-0.4% | $6,507+42.8% |
| Admin fee / account holder | $8,613 | $17,692-51.3% | $16,305-47.2% | $12,624-31.8% |