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 | $338,947 | $159,901+112.0% | $146,958+130.6% | $145,922+132.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 12.12% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $8,050 | $5,286+52.3% | $4,933+63.2% | $4,660+72.8% |
| Participant deferral / active EE | $15,797 | $8,428+87.4% | $8,070+95.7% | $6,688+136.2% |
| Admin fee / account holder | $11,379 | $15,044-24.4% | $12,998-12.5% | $13,397-15.1% |