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 | $338,266 | $124,281+172.2% | $109,143+209.9% | $167,490+102.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 18.55% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $4,458 | $4,207+6.0% | $3,722+19.8% | $4,837-7.8% |
| Participant deferral / active EE | $4,096 | $5,255-22.1% | $4,653-12.0% | $6,341-35.4% |
| Admin fee / account holder | $31,528 | $7,970+295.6% | $6,752+366.9% | $12,309+156.1% |