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 | $267,624 | $114,237+134.3% | $119,258+124.4% | $167,490+59.8% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+8.9pp | 82.1%+9.6pp |
| Annual return | 11.95% | 29.87%-17.9pp | 30.69%-18.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $9,135 | $4,481+103.9% | $4,384+108.4% | $4,837+88.8% |
| Participant deferral / active EE | $13,091 | $6,084+115.2% | $6,111+114.2% | $6,341+106.4% |
| Admin fee / account holder | $2,680 | $8,932-70.0% | $7,226-62.9% | $12,309-78.2% |