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 | $284,354 | $93,182+205.2% | $146,665+93.9% | $79,386+258.2% |
| Participation rate | 82.2% | 76.4%+5.7pp | 80.1%+2.1pp | 70.7%+11.5pp |
| Annual return | 16.49% | 21.61%-5.1pp | 22.74%-6.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,652 | $2,420+9.6% | $4,136-35.9% | $2,427+9.3% |
| Participant deferral / active EE | $5,751 | $4,169+38.0% | $5,506+4.5% | $4,046+42.2% |
| Admin fee / account holder | $9,859 | $585+1585.2% | $10,280-4.1% | $626+1473.9% |