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 | $361,711 | $117,841+206.9% | $102,423+253.2% | $145,922+147.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 12.36% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,417 | $3,615-5.5% | $3,023+13.0% | $4,660-26.7% |
| Participant deferral / active EE | $8,647 | $5,731+50.9% | $5,053+71.1% | $6,688+29.3% |
| Admin fee / account holder | $45,642 | $13,326+242.5% | $9,451+382.9% | $13,397+240.7% |