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 | $315,617 | $99,877+216.0% | $84,966+271.5% | $145,922+116.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 15.57% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,139 | $3,231+59.0% | $2,727+88.4% | $4,660+10.3% |
| Participant deferral / active EE | $17,171 | $5,291+224.6% | $4,519+279.9% | $6,688+156.8% |
| Admin fee / account holder | $5,043 | $7,248-30.4% | $6,149-18.0% | $13,397-62.4% |