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 | $254,726 | $111,814+127.8% | $103,374+146.4% | $145,959+74.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.73% | 24.77%-13.0pp | 24.89%-13.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $11,411 | $4,214+170.8% | $3,869+194.9% | $4,661+144.8% |
| Participant deferral / active EE | $6,535 | $5,618+16.3% | $5,058+29.2% | $6,689-2.3% |
| Admin fee / account holder | $3,240 | $9,754-66.8% | $8,394-61.4% | $13,398-75.8% |