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 | $317,244 | $110,257+187.7% | $96,544+228.6% | $139,434+127.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 18.01% | 26.32%-8.3pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,210 | $3,620-39.0% | $2,965-25.5% | $4,751-53.5% |
| Participant deferral / active EE | $11,049 | $5,548+99.2% | $4,851+127.8% | $6,710+64.7% |
| Admin fee / account holder | $1,577 | $11,591-86.4% | $8,252-80.9% | $11,403-86.2% |