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 | $290,010 | $111,535+160.0% | $105,223+175.6% | $137,256+111.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 15.90% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,241 | $3,939-43.1% | $3,689-39.3% | $4,156-46.1% |
| Participant deferral / active EE | $5,864 | $5,500+6.6% | $5,072+15.6% | $6,407-8.5% |
| Admin fee / account holder | $3,311 | $9,721-65.9% | $8,859-62.6% | $12,270-73.0% |