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 | $258,666 | $77,634+233.2% | $156,549+65.2% | $62,891+311.3% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 8.13% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $33,437 | $3,444+871.0% | $5,501+507.8% | $2,281+1365.9% |
| Participant deferral / active EE | $8,544 | $3,045+180.6% | $4,871+75.4% | $3,203+166.8% |
| Admin fee / account holder | $914 | $5,561-83.6% | $13,027-93.0% | $4,296-78.7% |