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 | $314,158 | $105,126+198.8% | $94,646+231.9% | $139,434+125.3% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 19.18% | 38.03%-18.9pp | 156.71%-137.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $7,741 | $4,106+88.6% | $3,672+110.8% | $4,751+62.9% |
| Participant deferral / active EE | $12,332 | $7,599+62.3% | $7,418+66.2% | $6,710+83.8% |
| Admin fee / account holder | $65,698 | $8,984+631.3% | $7,231+808.6% | $11,403+476.2% |