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 | $333,451 | $124,281+168.3% | $109,143+205.5% | $167,490+99.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 9.91% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $6,736 | $4,207+60.1% | $3,722+81.0% | $4,837+39.2% |
| Participant deferral / active EE | $8,667 | $5,255+64.9% | $4,653+86.3% | $6,341+36.7% |
| Admin fee / account holder | $2,902 | $7,970-63.6% | $6,752-57.0% | $12,309-76.4% |