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 | $300,641 | $104,907+186.6% | $84,611+255.3% | $152,861+96.7% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 22.33% | 373.79%-351.5pp | 258.74%-236.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $4,210 | $3,302+27.5% | $2,652+58.7% | $4,762-11.6% |
| Participant deferral / active EE | $6,071 | $4,688+29.5% | $3,899+55.7% | $5,850+3.8% |
| Admin fee / account holder | $6,415 | $6,241+2.8% | $4,912+30.6% | $11,596-44.7% |