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 | $340,033 | $157,256+116.2% | $141,162+140.9% | $152,861+122.4% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 21.11% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $13,421 | $5,261+155.1% | $4,735+183.4% | $4,762+181.8% |
| Participant deferral / active EE | $8,402 | $7,109+18.2% | $6,709+25.2% | $5,850+43.6% |
| Admin fee / account holder | $1,358 | $12,120-88.8% | $10,261-86.8% | $11,596-88.3% |