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 | $329,273 | $106,515+209.1% | $96,683+240.6% | $139,434+136.1% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 16.88% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $6,586 | $4,103+60.5% | $3,737+76.3% | $4,751+38.6% |
| Participant deferral / active EE | $14,322 | $5,454+162.6% | $4,878+193.6% | $6,710+113.4% |
| Admin fee / account holder | $4,898 | $7,877-37.8% | $6,730-27.2% | $11,403-57.0% |