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 | $568,071 | $127,386+345.9% | $115,037+393.8% | $125,391+353.0% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $19,270 | $5,166+273.0% | $4,608+318.2% | $4,866+296.0% |
| Participant deferral / active EE | $9,116 | $6,423+41.9% | $6,026+51.3% | $5,352+70.3% |
| Admin fee / account holder | $1,248 | $9,516-86.9% | $8,175-84.7% | $9,540-86.9% |