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 | $390,703 | $127,065+207.5% | $113,168+245.2% | $142,382+174.4% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 12.69% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $16,028 | $3,442+365.6% | $2,975+438.7% | $4,299+272.8% |
| Participant deferral / active EE | $16,553 | $5,716+189.6% | $5,107+224.1% | $6,507+154.4% |
| Admin fee / account holder | $5,177 | $15,736-67.1% | $12,068-57.1% | $12,624-59.0% |