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 | $728,065 | $152,587+377.1% | $125,175+481.6% | $152,861+376.3% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 24.61% | 54.84%-30.2pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $5,228 | $4,946+5.7% | $3,865+35.3% | $4,762+9.8% |
| Participant deferral / active EE | $15,897 | $5,868+170.9% | $4,937+222.0% | $5,850+171.7% |
| Admin fee / account holder | $1,580 | $13,434-88.2% | $9,702-83.7% | $11,596-86.4% |