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 | $366,990 | $112,729+225.6% | $98,716+271.8% | $137,256+167.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 13.75% | 38.48%-24.7pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,146 | $2,725+88.8% | $2,279+125.8% | $4,156+23.8% |
| Participant deferral / active EE | $8,867 | $4,640+91.1% | $4,048+119.1% | $6,407+38.4% |
| Admin fee / account holder | $4,103 | $10,129-59.5% | $8,703-52.9% | $12,270-66.6% |