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 | $296,766 | $115,770+156.3% | $101,248+193.1% | $158,922+86.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 7.50% | 56.14%-48.6pp | 46.47%-39.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $4,927 | $4,175+18.0% | $3,660+34.6% | $4,761+3.5% |
| Participant deferral / active EE | $12,864 | $4,957+159.5% | $4,370+194.4% | $5,982+115.0% |
| Admin fee / account holder | $12,553 | $7,245+73.3% | $5,945+111.1% | $11,246+11.6% |