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 | $254,755 | $124,319+104.9% | $111,297+128.9% | $167,490+52.1% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 13.16% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $8,717 | $3,435+153.7% | $2,731+219.2% | $4,837+80.2% |
| Participant deferral / active EE | $5,924 | $5,180+14.4% | $4,487+32.0% | $6,341-6.6% |
| Admin fee / account holder | $31,586 | $10,618+197.5% | $7,964+296.6% | $12,309+156.6% |