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 | $372,293 | $118,450+214.3% | $98,439+278.2% | $139,434+167.0% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 17.40% | 18.94%-1.5pp | 21.16%-3.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,488 | $3,609-31.1% | $3,048-18.4% | $4,751-47.6% |
| Participant deferral / active EE | $12,666 | $5,392+134.9% | $4,738+167.3% | $6,710+88.8% |
| Admin fee / account holder | $1,447 | $14,026-89.7% | $8,948-83.8% | $11,403-87.3% |