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 | $363,927 | $162,781+123.6% | $133,956+171.7% | $158,922+129.0% |
| Participation rate | 91.3% | 83.2%+8.1pp | 79.8%+11.5pp | 82.0%+9.3pp |
| Annual return | 16.37% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $16,052 | $4,975+222.6% | $3,919+309.6% | $4,761+237.1% |
| Participant deferral / active EE | $11,762 | $5,911+99.0% | $5,048+133.0% | $5,982+96.6% |
| Admin fee / account holder | $2,463 | $11,736-79.0% | $8,927-72.4% | $11,246-78.1% |