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 | $329,541 | $77,634+324.5% | $156,549+110.5% | $62,891+424.0% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 6.93% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,860 | $3,444-16.9% | $5,501-48.0% | $2,281+25.4% |
| Participant deferral / active EE | $9,378 | $3,045+207.9% | $4,871+92.5% | $3,203+192.8% |
| Admin fee / account holder | $40,920 | $5,561+635.8% | $13,027+214.1% | $4,296+852.6% |