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 | $253,941 | $111,724+127.3% | $93,606+171.3% | $145,922+74.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 17.39% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,592 | $3,090+16.3% | $2,420+48.4% | $4,660-22.9% |
| Participant deferral / active EE | $7,103 | $4,912+44.6% | $4,411+61.0% | $6,688+6.2% |
| Admin fee / account holder | $7,656 | $10,250-25.3% | $8,285-7.6% | $13,397-42.9% |