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 | $304,866 | $124,319+145.2% | $111,297+173.9% | $167,490+82.0% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 18.76% | 37.44%-18.7pp | 54.65%-35.9pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,530 | $3,435+2.8% | $2,731+29.3% | $4,837-27.0% |
| Participant deferral / active EE | $6,261 | $5,180+20.9% | $4,487+39.5% | $6,341-1.3% |
| Admin fee / account holder | $1,244 | $10,618-88.3% | $7,964-84.4% | $12,309-89.9% |