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 | $364,014 | $114,381+218.2% | $107,525+238.5% | $142,382+155.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.79% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,149 | $4,015+3.3% | $3,754+10.5% | $4,299-3.5% |
| Participant deferral / active EE | $9,862 | $5,564+77.2% | $5,116+92.8% | $6,507+51.6% |
| Admin fee / account holder | $4,679 | $9,860-52.5% | $8,919-47.5% | $12,624-62.9% |