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 | $441,668 | $112,096+294.0% | $95,952+360.3% | $158,922+177.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 12.53% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $7,158 | $3,198+123.8% | $2,541+181.7% | $4,761+50.3% |
| Participant deferral / active EE | $9,149 | $4,784+91.2% | $4,167+119.6% | $5,982+52.9% |
| Admin fee / account holder | $10,306 | $10,130+1.7% | $6,795+51.7% | $11,246-8.4% |