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 | $314,126 | $118,450+165.2% | $98,439+219.1% | $139,434+125.3% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 18.51% | 18.94%-0.4pp | 21.16%-2.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,072 | $3,609+12.8% | $3,048+33.6% | $4,751-14.3% |
| Participant deferral / active EE | $14,083 | $5,392+161.2% | $4,738+197.2% | $6,710+109.9% |
| Admin fee / account holder | $8,312 | $14,026-40.7% | $8,948-7.1% | $11,403-27.1% |