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 | $271,400 | $133,922+102.7% | $116,228+133.5% | $142,382+90.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 13.35% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,167 | $3,446-8.1% | $2,994+5.8% | $4,299-26.3% |
| Participant deferral / active EE | $4,285 | $5,672-24.5% | $4,953-13.5% | $6,507-34.2% |
| Admin fee / account holder | $11,857 | $14,945-20.7% | $11,989-1.1% | $12,624-6.1% |