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 | $263,997 | $154,117+71.3% | $129,995+103.1% | $139,434+89.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 15.50% | 32.48%-17.0pp | -137.18%+152.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,486 | $5,289-53.0% | $4,320-42.4% | $4,751-47.7% |
| Participant deferral / active EE | $8,517 | $6,710+26.9% | $5,820+46.3% | $6,710+26.9% |
| Admin fee / account holder | $3,885 | $14,007-72.3% | $10,614-63.4% | $11,403-65.9% |