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 | $335,917 | $124,281+170.3% | $109,143+207.8% | $167,490+100.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 12.03% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,434 | $4,207-18.4% | $3,722-7.7% | $4,837-29.0% |
| Participant deferral / active EE | $10,296 | $5,255+95.9% | $4,653+121.3% | $6,341+62.4% |
| Admin fee / account holder | $9,198 | $7,970+15.4% | $6,752+36.2% | $12,309-25.3% |