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 | $267,703 | $110,257+142.8% | $96,544+177.3% | $139,434+92.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 10.31% | 26.32%-16.0pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,869 | $3,620+34.5% | $2,965+64.2% | $4,751+2.5% |
| Participant deferral / active EE | $9,911 | $5,548+78.7% | $4,851+104.3% | $6,710+47.7% |
| Admin fee / account holder | $67,701 | $11,591+484.1% | $8,252+720.4% | $11,403+493.7% |