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 | $270,327 | $100,773+168.3% | $88,946+203.9% | $142,382+89.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 15.62% | 70.18%-54.6pp | 57.82%-42.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,821 | $2,918+31.0% | $2,555+49.6% | $4,299-11.1% |
| Participant deferral / active EE | $8,565 | $5,230+63.8% | $4,581+86.9% | $6,507+31.6% |
| Admin fee / account holder | $1,432 | $9,693-85.2% | $8,261-82.7% | $12,624-88.7% |