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 | $381,278 | $159,602+138.9% | $150,045+154.1% | $142,382+167.8% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 17.33% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $13,072 | $4,961+163.5% | $4,693+178.5% | $4,299+204.1% |
| Participant deferral / active EE | $13,237 | $8,310+59.3% | $7,997+65.5% | $6,507+103.4% |
| Admin fee / account holder | $4,381 | $14,846-70.5% | $13,435-67.4% | $12,624-65.3% |