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 | $358,321 | $154,117+132.5% | $129,995+175.6% | $139,434+157.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 20.34% | 32.48%-12.1pp | -137.18%+157.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $14,172 | $5,289+168.0% | $4,320+228.1% | $4,751+198.3% |
| Participant deferral / active EE | $4,969 | $6,710-26.0% | $5,820-14.6% | $6,710-26.0% |
| Admin fee / account holder | $6,769 | $14,007-51.7% | $10,614-36.2% | $11,403-40.6% |