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 | $318,863 | $127,065+150.9% | $113,168+181.8% | $142,382+123.9% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 15.32% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,054 | $3,442+75.9% | $2,975+103.5% | $4,299+40.8% |
| Participant deferral / active EE | $9,149 | $5,716+60.1% | $5,107+79.2% | $6,507+40.6% |
| Admin fee / account holder | $9,712 | $15,736-38.3% | $12,068-19.5% | $12,624-23.1% |