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 | $420,643 | $110,257+281.5% | $96,544+335.7% | $139,434+201.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 17.21% | 26.32%-9.1pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,824 | $3,620+5.7% | $2,965+29.0% | $4,751-19.5% |
| Participant deferral / active EE | $11,116 | $5,548+100.4% | $4,851+129.2% | $6,710+65.7% |
| Admin fee / account holder | $22,989 | $11,591+98.3% | $8,252+178.6% | $11,403+101.6% |