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 | $265,855 | $102,616+159.1% | $81,983+224.3% | $158,922+67.3% |
| Participation rate | 84.2% | 75.5%+8.7pp | 69.2%+15.0pp | 82.0%+2.3pp |
| Annual return | 15.19% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,007 | $3,240-68.9% | $2,498-59.7% | $4,761-78.8% |
| Participant deferral / active EE | $1,703 | $4,648-63.4% | $3,722-54.3% | $5,982-71.5% |
| Admin fee / account holder | $2,903 | $8,235-64.7% | $5,664-48.7% | $11,246-74.2% |