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 | $280,686 | $154,117+82.1% | $129,995+115.9% | $139,434+101.3% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.5%+2.5pp | 80.3%+0.6pp |
| Annual return | 21.06% | 32.48%-11.4pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,446 | $5,289-34.8% | $4,320-20.2% | $4,751-27.5% |
| Participant deferral / active EE | $16,954 | $6,710+152.7% | $5,820+191.3% | $6,710+152.7% |
| Admin fee / account holder | $17,369 | $14,007+24.0% | $10,614+63.6% | $11,403+52.3% |