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 | $363,581 | $177,572+104.8% | $154,803+134.9% | $142,382+155.4% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 17.30% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $10,541 | $4,810+119.1% | $4,305+144.8% | $4,299+145.2% |
| Participant deferral / active EE | $5,467 | $6,272-12.8% | $5,540-1.3% | $6,507-16.0% |
| Admin fee / account holder | $421 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |