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 | $317,992 | $78,422+305.5% | $95,952+231.4% | $79,858+298.2% |
| Participation rate | 95.6% | 73.5%+22.1pp | 77.1%+18.5pp | 69.6%+25.9pp |
| Annual return | 24.34% | 19.37%+5.0pp | 91.61%-67.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $6,819 | $1,945+250.6% | $2,541+168.4% | $2,471+176.0% |
| Participant deferral / active EE | $2,286 | $3,440-33.5% | $4,167-45.1% | $3,740-38.9% |
| Admin fee / account holder | $5,670 | $5,622+0.9% | $6,795-16.6% | $5,306+6.9% |