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 | $271,564 | $111,754+143.0% | $103,333+162.8% | $145,922+86.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,591 | $4,212+151.4% | $3,868+173.8% | $4,660+127.3% |
| Participant deferral / active EE | $5,876 | $5,619+4.6% | $5,057+16.2% | $6,688-12.1% |
| Admin fee / account holder | $1,834 | $9,750-81.2% | $8,355-78.0% | $13,397-86.3% |