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 | $382,852 | $114,381+234.7% | $107,525+256.1% | $142,382+168.9% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 11.97% | 242.71%-230.7pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $11,330 | $4,015+182.2% | $3,754+201.8% | $4,299+163.5% |
| Participant deferral / active EE | $11,603 | $5,564+108.5% | $5,116+126.8% | $6,507+78.3% |
| Admin fee / account holder | $8,564 | $9,860-13.1% | $8,919-4.0% | $12,624-32.2% |