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 | $270,473 | $107,934+150.6% | $91,989+194.0% | $152,861+76.9% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 27.65% | 89.24%-61.6pp | 69.02%-41.4pp | 345.32%-317.7pp |
| Employer contribution / active EE | $5,613 | $4,210+33.3% | $3,452+62.6% | $4,762+17.9% |
| Participant deferral / active EE | $11,426 | $6,364+79.5% | $5,923+92.9% | $5,850+95.3% |
| Admin fee / account holder | $7,544 | $10,520-28.3% | $7,743-2.6% | $11,596-34.9% |