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 | $311,104 | $117,983+163.7% | $101,794+205.6% | $142,382+118.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 12.09% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,293 | $2,773-53.4% | $2,289-43.5% | $4,299-69.9% |
| Participant deferral / active EE | $2,086 | $4,714-55.7% | $4,084-48.9% | $6,507-67.9% |
| Admin fee / account holder | $8,617 | $10,433-17.4% | $8,777-1.8% | $12,624-31.7% |