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 | $292,638 | $93,571+212.7% | $135,903+115.3% | $75,163+289.3% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 19.41% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,478 | $3,537-1.7% | $4,856-28.4% | $2,670+30.3% |
| Participant deferral / active EE | $9,234 | $6,404+44.2% | $7,758+19.0% | $4,125+123.8% |
| Admin fee / account holder | $2,759 | $6,975-60.4% | $10,762-74.4% | $5,651-51.2% |