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 | $319,275 | $154,117+107.2% | $129,995+145.6% | $139,434+129.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 21.88% | 32.48%-10.6pp | -137.18%+159.1pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,365 | $5,289-74.2% | $4,320-68.4% | $4,751-71.3% |
| Participant deferral / active EE | $4,269 | $6,710-36.4% | $5,820-26.6% | $6,710-36.4% |
| Admin fee / account holder | $1,423 | $14,007-89.8% | $10,614-86.6% | $11,403-87.5% |