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 | $304,293 | $115,882+162.6% | $100,516+202.7% | $158,922+91.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 16.60% | 34.79%-18.2pp | 30.89%-14.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,280 | $4,103+28.7% | $3,418+54.5% | $4,761+10.9% |
| Participant deferral / active EE | $11,123 | $6,674+66.7% | $6,270+77.4% | $5,982+85.9% |
| Admin fee / account holder | $29,895 | $10,995+171.9% | $8,081+269.9% | $11,246+165.8% |