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 | $377,180 | $99,877+277.6% | $84,966+343.9% | $145,922+158.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 9.60% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,916 | $3,231-9.8% | $2,727+6.9% | $4,660-37.4% |
| Participant deferral / active EE | $13,332 | $5,291+152.0% | $4,519+195.0% | $6,688+99.4% |
| Admin fee / account holder | $3,065 | $7,248-57.7% | $6,149-50.2% | $13,397-77.1% |