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 | $277,434 | $154,228+79.9% | $145,433+90.8% | $137,256+102.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.05% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,180 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $9,564 | $8,216+16.4% | $7,897+21.1% | $6,407+49.3% |
| Admin fee / account holder | $2,836 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |