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 | $259,076 | $126,574+104.7% | $106,213+143.9% | $145,922+77.5% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 11.73% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,655 | $3,730+105.2% | $3,171+141.4% | $4,660+64.3% |
| Participant deferral / active EE | $6,463 | $5,724+12.9% | $5,016+28.9% | $6,688-3.4% |
| Admin fee / account holder | $8,629 | $17,304-50.1% | $11,033-21.8% | $13,397-35.6% |