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 | $296,070 | $154,228+92.0% | $145,433+103.6% | $137,256+115.7% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,555 | $4,804+15.6% | $4,554+22.0% | $4,156+33.7% |
| Participant deferral / active EE | $12,330 | $8,216+50.1% | $7,897+56.1% | $6,407+92.4% |
| Admin fee / account holder | $11,167 | $14,344-22.1% | $13,129-14.9% | $12,270-9.0% |