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 | $269,611 | $209,336+28.8% | $197,124+36.8% | $137,256+96.4% |
| Participation rate | 84.2% | 87.3%-3.1pp | 86.7%-2.5pp | 80.0%+4.3pp |
| Annual return | 13.39% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,640 | $6,591-44.8% | $6,227-41.6% | $4,156-12.4% |
| Participant deferral / active EE | $9,395 | $9,614-2.3% | $9,135+2.8% | $6,407+46.6% |
| Admin fee / account holder | $6,969 | $17,308-59.7% | $16,298-57.2% | $12,270-43.2% |