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 | $272,835 | $94,625+188.3% | $116,228+134.7% | $84,808+221.7% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.6%-3.1pp | 68.3%+3.1pp |
| Annual return | 17.18% | 20.40%-3.2pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,413 | $2,347+88.1% | $2,994+47.4% | $2,631+67.7% |
| Participant deferral / active EE | $13,332 | $3,972+235.7% | $4,953+169.2% | $4,212+216.6% |
| Admin fee / account holder | $321 | $10,091-96.8% | $11,989-97.3% | $7,344-95.6% |