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 6-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 | $311,097 | $175,202+77.6% | $149,673+107.9% | $139,434+123.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 12.06% | 166.71%-154.6pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,735 | $5,474-13.5% | $4,818-1.7% | $4,751-0.3% |
| Participant deferral / active EE | $10,005 | $6,519+53.5% | $5,680+76.1% | $6,710+49.1% |
| Admin fee / account holder | $1,011 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |