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 | $329,564 | $114,381+188.1% | $107,525+206.5% | $142,382+131.5% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 13.62% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,007 | $4,015+49.6% | $3,754+60.0% | $4,299+39.7% |
| Participant deferral / active EE | $12,711 | $5,564+128.4% | $5,116+148.5% | $6,507+95.3% |
| Admin fee / account holder | $34,335 | $9,860+248.2% | $8,919+285.0% | $12,624+172.0% |