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 | $340,317 | $99,918+240.6% | $81,382+318.2% | $145,922+133.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.59% | 34.32%-18.7pp | 24.73%-9.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,448 | $2,978+15.8% | $2,463+40.0% | $4,660-26.0% |
| Participant deferral / active EE | $15,544 | $4,605+237.5% | $3,883+300.3% | $6,688+132.4% |
| Admin fee / account holder | $4,936 | $8,212-39.9% | $5,768-14.4% | $13,397-63.2% |