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 | $283,581 | $111,535+154.3% | $105,223+169.5% | $137,256+106.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.22% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $11,225 | $3,939+184.9% | $3,689+204.3% | $4,156+170.1% |
| Participant deferral / active EE | $7,187 | $5,500+30.7% | $5,072+41.7% | $6,407+12.2% |
| Admin fee / account holder | $11,136 | $9,721+14.6% | $8,859+25.7% | $12,270-9.2% |