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 | $566,382 | $179,726+215.1% | $156,263+262.5% | $142,382+297.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 12.67% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,481 | $5,069-11.6% | $4,333+3.4% | $4,299+4.2% |
| Participant deferral / active EE | $16,479 | $6,956+136.9% | $6,158+167.6% | $6,507+153.2% |
| Admin fee / account holder | $11,462 | $17,272-33.6% | $14,255-19.6% | $12,624-9.2% |