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 | $311,679 | $124,281+150.8% | $109,143+185.6% | $167,490+86.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 24.43% | 26.04%-1.6pp | 25.75%-1.3pp | 478.56%-454.1pp |
| Employer contribution / active EE | $4,324 | $4,207+2.8% | $3,722+16.2% | $4,837-10.6% |
| Participant deferral / active EE | $8,199 | $5,255+56.0% | $4,653+76.2% | $6,341+29.3% |
| Admin fee / account holder | $4,696 | $7,970-41.1% | $6,752-30.5% | $12,309-61.9% |