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 | $257,542 | $118,680+117.0% | $98,907+160.4% | $158,922+62.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 7.91% | 372.35%-364.4pp | 196.43%-188.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,667 | $3,333-50.0% | $2,689-38.0% | $4,761-65.0% |
| Participant deferral / active EE | $1,863 | $5,088-63.4% | $4,244-56.1% | $5,982-68.9% |
| Admin fee / account holder | $73,135 | $10,131+621.9% | $6,642+1001.2% | $11,246+550.3% |