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 | $296,406 | $106,515+178.3% | $96,683+206.6% | $139,434+112.6% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 12.54% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,655 | $4,103-10.9% | $3,737-2.2% | $4,751-23.1% |
| Participant deferral / active EE | $13,449 | $5,454+146.6% | $4,878+175.7% | $6,710+100.4% |
| Admin fee / account holder | $35,003 | $7,877+344.4% | $6,730+420.1% | $11,403+207.0% |