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 | $289,167 | $114,381+152.8% | $107,525+168.9% | $142,382+103.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.53% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,056 | $4,015+1.0% | $3,754+8.0% | $4,299-5.7% |
| Participant deferral / active EE | $14,662 | $5,564+163.5% | $5,116+186.6% | $6,507+125.3% |
| Admin fee / account holder | $1,032 | $9,860-89.5% | $8,919-88.4% | $12,624-91.8% |