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 | $669,466 | $124,281+438.7% | $109,143+513.4% | $167,490+299.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.89% | 26.04%-15.1pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $6,199 | $4,207+47.3% | $3,722+66.5% | $4,837+28.1% |
| Participant deferral / active EE | $3,133 | $5,255-40.4% | $4,653-32.7% | $6,341-50.6% |
| Admin fee / account holder | $26,261 | $7,970+229.5% | $6,752+288.9% | $12,309+113.3% |