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 | $255,846 | $91,552+179.5% | $133,956+91.0% | $79,858+220.4% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 11.59% | 61.85%-50.3pp | 45.09%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,216 | $2,384-7.0% | $3,919-43.5% | $2,471-10.3% |
| Participant deferral / active EE | $6,053 | $3,733+62.1% | $5,048+19.9% | $3,740+61.9% |
| Admin fee / account holder | $499 | $6,321-92.1% | $8,927-94.4% | $5,306-90.6% |