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 | $289,712 | $154,228+87.8% | $145,433+99.2% | $137,256+111.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.56% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $9,602 | $4,804+99.9% | $4,554+110.8% | $4,156+131.0% |
| Participant deferral / active EE | $9,737 | $8,216+18.5% | $7,897+23.3% | $6,407+52.0% |
| Admin fee / account holder | $3,112 | $14,344-78.3% | $13,129-76.3% | $12,270-74.6% |