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 | $426,186 | $126,574+236.7% | $106,213+301.3% | $145,922+192.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.73% | 224.79%-214.1pp | 116.14%-105.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,988 | $3,730+6.9% | $3,171+25.7% | $4,660-14.4% |
| Participant deferral / active EE | $6,194 | $5,724+8.2% | $5,016+23.5% | $6,688-7.4% |
| Admin fee / account holder | $113,690 | $17,304+557.0% | $11,033+930.5% | $13,397+748.6% |