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 | $305,684 | $159,602+91.5% | $150,045+103.7% | $142,382+114.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.42% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,437 | $4,961+9.6% | $4,693+15.8% | $4,299+26.5% |
| Participant deferral / active EE | $11,891 | $8,310+43.1% | $7,997+48.7% | $6,507+82.7% |
| Admin fee / account holder | $215,890 | $14,846+1354.2% | $13,435+1506.9% | $12,624+1610.2% |