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 | $351,837 | $159,602+120.4% | $150,045+134.5% | $142,382+147.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 14.41% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,877 | $4,961+18.5% | $4,693+25.2% | $4,299+36.7% |
| Participant deferral / active EE | $12,289 | $8,310+47.9% | $7,997+53.7% | $6,507+88.9% |
| Admin fee / account holder | $3,542 | $14,846-76.1% | $13,435-73.6% | $12,624-71.9% |